Daniel William Doherty
Financial advisor at Envision Financial Transparency, LLC
Last updated 2026-10-10
Claim your profileDaniel William Doherty is a financial advisor at Envision Financial Transparency, LLC, CRD 3256013. Licenses and exams on the registration: Series 66. IAPD registration began 2001-03-18.
Registration
- CRD number
- 3256013
- Registration status
- Active
- IAPD registration
- 2001-03-18
- Industry Experience
- 25 years
- Work Experience
- 29 years
- States registered
- MA
Licenses and exams
- Series 66
Designations
- Personal Financial Specialist
Work history
- 1997-10 to Present · MacLean, Holloway, Doherty, Adrfiff & Sheehan, P.C. · Peabody, MA
- 1999-06 to 2018-07 · Cssc Investment Advisory Services · Peabody, MA
- 2007-03 to 2018-07 · Cssc Brokerage Services, Inc. · Peabody, MA
- 2018-07 to Present · Envision Financial Transparency, LLC · Greensboro, NC
- 1999-06 to 2018-07 · Cssc Insurance Services, Inc. · Troy, MI
Current employment
- Financial Transparency · Greensboro, NC
Envision Financial Transparency, LLC
- Regulatory AUM
- $322,258,950
- Registered advisors
- 16
- Offices
- 14
- Clients per advisor
- 14.7 (Low)
- Average AUM per client
- $1.4M (Low)
- High-net-worth client ratio
- 22.6% (Moderate)
Envision Financial Transparency, LLC: advisors, services and reported ETF investments
About
Daniel William Doherty is a Personal Financial Specialist financial advisor at Financial Transparency, operating as Envision Financial Transparency, LLC. Reported securities licenses include Series 66. The latest record indicates 25 years of industry experience and 29 years of reported work history.
Envision Financial Transparency, LLC's firm-level Form ADV reports 16 advisors across 14 offices; approximately 14.7 clients per advisor, average assets per client of $1,371,315, and regulatory AUM of $322.3M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, and Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $87.6M across 29 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel William Doherty personally.
Reported ETF positions
Envision Financial reports 29 ETF positions worth $87.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $30.7M |
| VOO — Vanguard S&P 500 ETF | $20.5M |
| IEFA — iShares Core MSCI EAFE ETF | $6.5M |
| BRF — VanEck Brazil Small-Cap ETF | $4.6M |
| BUG — Global X Cybersecurity ETF | $4.5M |
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
Envision Financial'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 | BBLU — EA Bridgeway Blue Chip ETF | $964.9K | Top 99.6% | Peer conviction 80.7% · Active return +3.89% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $20.5M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $1.7M | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | ENFR — Alerian Energy Infrastructure ETF | $548.6K | Top 91.9% | Replicability (R²) 79.6% · Residual Sharpe 0.07 |
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 Envision Financial Transparency, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
- Lawyer or Law Firm
Contact
The firm's filed contact details.
Official record
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