Daniel John Monaghan
Investment adviser representative at Liberty Forge LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$250.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Liberty Forge LLCJul 2026 to now
- Liberty Sun LLCJun 2026 to now
- Northwestern Mutual Wealth Management CompanyOct 2024 to Jun 2026
- Northwestern Mutual Life Insurance CompanyJun 2024 to Jun 2026
- Northwestern Mutual Wealth Management CompanySep 2023 to Jun 2024
- Northwestern Mutual Investment Services LLCJun 2022 to Jun 2026
- Scott J DesantisApr 2022 to Jun 2024
- Pallas Capital Advisors LLCJun 2021 to Aug 2021
- Smcpa LLCMay 2020 to Jan 2021
- Brown UniversityAug 2018 to May 2022
- Universal AutomationMay 2018 to Aug 2019
- Dirty Water PlumbingJan 2015 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, NY).
Liberty Forge LLC
$250.8MAssets managed
198Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7407148
- Firm CRD
- 343208