Daniel V. Mccarthy, Cfp®
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Daniel V. Mccarthy, Cfp® Email & Phone Number

Financial Planner at Fortis Lux Financial at Fortis Lux Financial
Location: New York, United States 1 work role 3 schools
1 work email found @fortislux.com 2 phones found area 646 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email d****@fortislux.com
Direct phone (646) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fortis Lux Financial
Role
Financial Planner at Fortis Lux Financial
Location
New York, United States
Company size
139 employees

Who is Daniel V. Mccarthy, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Daniel V. Mccarthy, Cfp® is listed as Financial Planner at Fortis Lux Financial at Fortis Lux Financial, a with 139 employees, based in New York, United States. AeroLeads shows a work email signal at fortislux.com, phone signal with area code 646, and a matched LinkedIn profile for Daniel V. Mccarthy, Cfp®.

Daniel V. Mccarthy, Cfp® previously worked as Financial Planner at Fortis Lux Financial. Daniel V. Mccarthy, Cfp® holds Master Of Business Administration (Mba), Finance And Management from Columbia University - Columbia Business School, New York, Ny.

Company email context

Email format at Fortis Lux Financial

This section adds company-level context without repeating Daniel V. Mccarthy, Cfp®'s masked contact details.

*@fortislux.com
71% confidence

AeroLeads found 1 current-domain work email signal for Daniel V. Mccarthy, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Daniel V. Mccarthy, Cfp®

- Professional Designations - CFP® - CERTIFIED FINANCIAL PLANNER™ Professional / Certified Financial Planner Board of Standards, Inc.ChFC® - Chartered Financial Consultant™ / The American CollegeCLU® - Chartered Life Underwriter™ / The American CollegeCA Insurance Lic.# 0822833Domiciled in NY I am licensed to sell insurance in NY, NJ, CT, CA, FL, IN, MA, MI. ME, MN, WA, and securities in NY, NJ, PA, CT, MA, FL, CA, ME. I am a registered representative of and offer securities and investment advisory services through MML Investors Services. Member SIPC (www.SIPC.org). OSJ 420 Lexington Ave 25th Floor, Suite 2510, New York, NY 10170. (212) 578-0300.

Current workplace

Daniel V. Mccarthy, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Fortis Lux Financial
Fortis Lux Financial
Financial Planner at Fortis Lux Financial
new york, new york, united states
Website
fortislux.com
Employees
139
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Company profile
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1 role

Daniel V. Mccarthy, Cfp® work experience

A career timeline built from the work history available for this profile.

  • Fortis Lux Financial
    Financial Planner
    Fortis Lux Financial
    Jul 2016 - Present - New York City Metropolitan Area
    CA Insurance Lic.# 0822833Domiciled in NYII am licensed to sell insurance in NY, NJ, CT, CA, FL, IN, MA, MI. ME, MN, WA, and securities in NY, NJ, PA, CT, MA, FL, CA, ME. I am a registered representative of and offer securities and investment advisory services through MML Investors Services. Member SIPC (www.SIPC.org). OSJ 420 Lexington Ave 25th Floor, Suite 2510, New York, NY 10170. (212) 578-0300.
Team & coworkers

Colleagues at Fortis Lux Financial

Other employees you can reach at fortislux.com. View company contacts for 139 employees →

RC Reginald Canal Reginald Canal Colleague at Fortis Lux FinancialNew York, United States View → JW Jermaine Wilson-Snell Jermaine Wilson-Snell Colleague at Fortis Lux FinancialNew York City Metropolitan Area, United States View → PP Peter Paizis Peter Paizis Colleague at Fortis Lux FinancialNew York, United States View → MP Matt Pollock Matt Pollock Colleague at Fortis Lux FinancialNew York City Metropolitan Area, United States View → RM Roman Moldavsky Roman Moldavsky Colleague at Fortis Lux FinancialNew York City Metropolitan Area, United States View → CE Cole Esposito Cole Esposito Colleague at Fortis Lux FinancialNew York City Metropolitan Area, United States View → AL Alexander Lau Alexander Lau Colleague at Fortis Lux FinancialNew York City Metropolitan Area, United States View → ML Mikhail Leyon Mikhail Leyon Colleague at Fortis Lux FinancialNew York City Metropolitan Area, United States View → SS Stephanie Santiago Stephanie Santiago Colleague at Fortis Lux FinancialWhite Plains, New York, United States View → JG Julio G. Julio G. Colleague at Fortis Lux FinancialNew York City Metropolitan Area, United States View →
3 education records

Daniel V. Mccarthy, Cfp® education

Master Of Business Administration (Mba), Finance And Management

Columbia University - Columbia Business School, New York, Ny

Bachelor'S Degree, Psychology And German

University Of Rochester, Rochester Ny

Education record

The Haverford School, Haverford Pa

Activities and Societies: Member, Heritage Society

FAQ

Frequently asked questions about Daniel V. Mccarthy, Cfp®

Quick answers generated from the profile data available on this page.

What company does Daniel V. Mccarthy, Cfp® work for?

Daniel V. Mccarthy, Cfp® works for Fortis Lux Financial.

What is Daniel V. Mccarthy, Cfp®'s role at Fortis Lux Financial?

Daniel V. Mccarthy, Cfp® is listed as Financial Planner at Fortis Lux Financial at Fortis Lux Financial.

What is Daniel V. Mccarthy, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fortislux.com for Daniel V. Mccarthy, Cfp® at Fortis Lux Financial.

What is Daniel V. Mccarthy, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 646 for Daniel V. Mccarthy, Cfp® at Fortis Lux Financial.

Where is Daniel V. Mccarthy, Cfp® based?

Daniel V. Mccarthy, Cfp® is based in New York, United States while working with Fortis Lux Financial.

What companies has Daniel V. Mccarthy, Cfp® worked for?

Daniel V. Mccarthy, Cfp® has worked for Fortis Lux Financial.

Who are Daniel V. Mccarthy, Cfp®'s colleagues at Fortis Lux Financial?

Daniel V. Mccarthy, Cfp®'s colleagues at Fortis Lux Financial include Reginald Canal, Jermaine Wilson-Snell, Peter Paizis, Matt Pollock, and Roman Moldavsky.

How can I contact Daniel V. Mccarthy, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel V. Mccarthy, Cfp® at Fortis Lux Financial, including work email, phone, and LinkedIn data when available.

What schools did Daniel V. Mccarthy, Cfp® attend?

Daniel V. Mccarthy, Cfp® holds Master Of Business Administration (Mba), Finance And Management from Columbia University - Columbia Business School, New York, Ny.

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