Chelsea Advisory Services
42yrs
Daniel Overcash
Financial advisor
2-6 East Second Street, Fenton Building Suite 200, PO Box 1237
Jamestown, NY 14701
Jamestown, NY 14701
Top advisor by experience in Jamestown
33yrs
Based in Jamestown, New York, Daniel Hocking is a fiduciary financial advisor with 33 years of industry experience. Daniel joined Newedge Advisors in 2021, after less than a year at MID Atlantic Financial Management and five years at Merrill. Newedge Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 36 advisors with offices in Jamestown, and one of 31 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 11% by experience in Jamestown
Office25 East 4th Street Suite 15, Jamestown, NY 14701
FirmNewedge Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$813,531
Advisors at the firm594
States licensed ?1 state
Services through Newedge Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowNewedge AdvisorsCurrent firm
- Jun 2021 – Nov 2021MID Atlantic Financial Management, Inc.Previously
- 1999 – 2004MerrillPreviously
Contact Daniel
(504) 459-4391Firm headquarters in New Orleans, LA. Ask for Daniel. 25 East 4th Street Suite 15Jamestown, NY 14701Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Newedge Advisors at (504) 459-4391 and ask for Daniel Hocking. Daniel works from the Jamestown, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1994, about 33 years. Top 11% by experience in Jamestown.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Newedge Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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