UBS Financial Services
46yrs
Top advisor by experience in Peabody
26yrs
Daniel Doherty
Full name on record: Daniel William Doherty
Financial advisor at Financial Transparency
Based in Peabody, Massachusetts, Daniel Doherty is a fiduciary financial advisor with 26 years of industry experience. Daniel has been with Financial Transparency since 2018; before that, Daniel spent 17 years at Trustee Empowerment & Protection. Daniel holds the CPA/PFS designation.
One of 49 advisors with offices in Peabody, and one of 46 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
Office8 Essex Center Drive, Peabody, MA 01960
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.3 million
Advisors at the firm16
States licensed ?1 state
Services through Financial Transparency
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowFinancial TransparencyCurrent firm
- 2001 – 2018Trustee Empowerment & Protection, Inc.Previously
Contact Daniel
(336) 715-3300Financial Transparency main office 8 Essex Center DrivePeabody, MA 01960Office · Get directions Firm websitewww.condley.cpa/accounting-team/everett-ray-ferguson
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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?
- 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 Financial Transparency at (336) 715-3300 and ask for Daniel Doherty. Daniel works from the Peabody, MA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Daniel hold?
Series 66. 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?
Financial Transparency reports being paid by a percentage of the assets they manage, 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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