Daniel Patrick Geraghty
Financial advisor at Haverford Financial Services, Inc. · Radnor, PA
Last updated 2026-10-10
Claim your profileDaniel Patrick Geraghty is a financial advisor at Haverford Financial Services, Inc. in Radnor, PA, CRD 5773933. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2011-12-01.
Registration
- CRD number
- 5773933
- Registration status
- Active
- IAPD registration
- 2011-12-01
- Industry Experience
- 14 years
- Work Experience
- 15 years
- States registered
- PA
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2011-08 to 2022-01 · Hirtle Callaghan · West Conshohocken, PA
- 2022-01 to Present · The Haverford Trust Company · Radnor, PA
- 2022-01 to Present · Haverford Financial Services, Inc. · Radnor, PA
Current employment
- Haverford Financial Services, Inc. · Radnor, PA
Haverford Financial Services, Inc.
- Regulatory AUM
- $366,375,551
- Registered advisors
- 19
- Offices
- 1
- Clients per advisor
- 0.9 (Low)
- Average AUM per client
- $20.4M (Moderate)
- High-net-worth client ratio
- 0.0% (Low)
Haverford Financial Services, Inc.: advisors, services and reported ETF investments
About
Daniel Patrick Geraghty is a CFP® financial advisor at Haverford Financial Services, Inc. in Radnor, PA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 14 years of industry experience and 15 years of reported work history.
Haverford Financial Services, Inc.'s firm-level Form ADV reports 19 advisors across 1 offices; approximately 0.9 clients per advisor, average assets per client of $20,354,197, and regulatory AUM of $366.4M; client categories including Individuals (non-HNW), Investment companies, Charitable organizations, State or municipal government entities, Corporations or other businesses, and Other; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, and Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $23.8M across 15 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel Patrick Geraghty personally.
Reported ETF positions
Haverford Financial Services reports 15 ETF positions worth $23.8M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| EMXC — iShares MSCI Emerging Markets ex China ETF | $13.3M |
| QUAL — iShares MSCI USA Quality Factor ETF | $1.7M |
| IVV — iShares Core S&P 500 ETF | $1.7M |
| AVEM — Avantis Emerging Markets Equity ETF | $1.1M |
| IEMG — iShares Core MSCI Emerging Markets ETF | $898K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Haverford Financial Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $1.7M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $1.7M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | JMBS — Janus Henderson Mortgage-Backed Securities ETF | $775.4K | Top 97.7% | Residual alpha +0.23% · Residual Sharpe 0.04 |
| Diversification Benefits | EMXC — iShares MSCI Emerging Markets ex China ETF | $13.3M | Top 90.3% | Replicability (R²) 82.0% · Residual Sharpe 0.06 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Haverford Financial Services, Inc. on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Trust Company
Location
Three Radnor Corporate Center, Radnor, PA 19087-4580
19 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 610-995-8700
Official record
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