Daniel Hawthorne, financial advisor Marblehead MA

Daniel Hawthorne

CRD Number: 6340199
Current Firm: Hawthorne Financial Advisors, LLC

Daniel Hawthorne (CRD# 6340199) is an Investment Advisor Representative working at Hawthorne Financial Advisors, LLC in Marblehead, MA and has over 10 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Lighthouse Financial, LLC Marblehead, MA Mar 2024 - Current < 1
Hawthorne Financial Advisors, LLC Marblehead, MA Jun 2014 - Current 9
Clerestory LLC Marblehead, MA Aug 2001 - Jun 2014 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Daniel F. Hawthorne
Phone Number: (617) 648-6570
Registered State(s):
  • MA
Current Firm Details
Hawthorne Financial Advisors, LLC
Firm's CRD Number: 171569
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $938,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

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