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Portfolio Manager · Chicory Wealth

Daniel C. McNabb

CRD 6320759 · Named on Form ADV at one SEC-registered adviser

At a glance

Chicory Wealth, an SEC-registered wealth manager with $840 million in regulatory assets, lists Daniel C. McNabb on its Form ADV as Portfolio Manager.

Firms and roles

  • Chicory WealthPortfolio ManagerWealth manager · United States · $840M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.