UBS Financial Services
47yrs
Top 1% by experience in Atlanta
14yrs
Based in Atlanta, Georgia, Daniel Docherty is a fiduciary financial advisor with 14 years of industry experience. Daniel joined Farview Management in 2022, after three years at Raymond James & Associates and two years at Merrill. Daniel holds the CFA designation.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
OfficeAtlanta, GA
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$311,953
States licensed ?1 state
Services through Farview Management
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowFarview Management, LLCCurrent firm
- 2018 – 2021Raymond James & Associates, Inc.Previously
- 2015 – 2017MerrillPreviously
- May 2014 – May 2015Manning & Napier Advisors, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Farview Management at (404) 590-3982 and ask for Daniel Docherty. Daniel works from the Atlanta, GA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2012, about 14 years. 14 years in the industry.
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?
Farview Management reports being paid by a percentage of the assets they manage, a share of investment gains. 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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