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Daniel Edward Mcshea is a financial advisor professional located in Woodstock, GA. They specialize in financial advisory. With over 50 years of experience, they bring deep expertise to every client.
Daniel Edward Mcshea - Cabot Lodge Securities Llc holds an active professional license (FINRA CRD) for your protection.
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Daniel Edward Mcshea operates Cabot Lodge Securities LLC in Woodstock, Georgia. With 50 years in the financial advisory field, he brings extensive experience to client relationships. His business is registered under FINRA CRD license number 603069, which governs securities professionals and investment advisors. The firm's longevity reflects sustained engagement in financial planning and advisory services across multiple decades.
A FINRA CRD (Central Registration Depository) license indicates that Daniel Edward Mcshea is registered with the Financial Industry Regulatory Authority, the self-regulatory organization overseeing securities brokers and investment advisors. This registration means he meets baseline compliance and disclosure requirements set by FINRA and the SEC. The CRD system maintains records of his licensing status, disciplinary history, and qualifications. This registration is a standard requirement for professionals offering securities advice or managing client investments in the United States.