Daniel McCarthy is a Senior Financial Advisor at the Hartford, CT office of Alera Group. Dan joined the firm in 1995 prior to CM Smith becoming part of Alera Group. He was an associate of Charter Oak Financial Group in Farmington, CT prior to joining C.M. Smith. Dan holds the following professional designations: Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Accredited Investment Fiduciary (AIF).
Dan is a lifelong native of the Hartford area and an alumnus of the University of Connecticut. He is active in the community having served as President of the Tolland Baseball League and coach of youth basketball.
Dan McCarthy is a Registered Representative of Cetera Wealth Services, LLC (doing business in CA as CFGAN Insurance Agency, CA insurance license #0644926), member FINRA/SIPC, and an Investment Adviser Representative of Cetera Investment Advisers LLC. He is registered in AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, KS, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA and WI for the sale of securities products.
He is also a Registered Representative with MML Investor Services, LLC, 2321 Whitney Ave., Suite 402, Hamden, CT 06518. C.M. Smith Financial is not a subsidiary or affiliate of MML Investor Services, LLC.
Cetera Wealth Services, LLC and MML Investor Services, LLC are separate entities and broker/dealers. They are not affiliated and each broker/dealer is independently responsible for the products and services they provide.
CA Insurance License #0C29235