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Daniel Thomas Foran

Advisor at Carson Wealth — Somerville, NJ

Updated today

Credentials

CFP®, Series 63

Experience

43 years

Location

Somerville, NJ 08876

Carson Wealth logo

Carson Wealth

Enterprise

Total advisors

656

Across 226 offices

Clients per advisor

80 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

Daniel Foran is a CFP® with 43 years of industry experience currently serving as a financial advisor at Carson Wealth. His prior roles include positions at LPL Financial and Raymond James Financial Services, among others. He is also involved in financial education through Financial Network Educators. Carson Wealth is an SEC-registered investment adviser operating a large enterprise platform with over 650 advisors. The firm manages approximately $50.6 billion and provides a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that oversees portfolio construction and monitoring.

Client services

Based on Carson Wealth

Financial planning Portfolio management Selection of other advisers
Sub-advisory services for other investment advisory firms

Expertise

Based on Carson Wealth

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies

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Fee options

Fixed

Fixed fees for financial planning from $500 minimum up to $25,000 or more depending on complexity; flat annual investment management fees also available, billed quarterly in advance.

Percentage

$0+: up to 2.50% $0+: up to 2.00% (Variable Sub-Account Management Services) $50,000+: additional fee charged by iCapital $50,000+: additional fee charged by Orion Custom Indexing $10,000+: 55ip without tax management services $50,000+: 55ip with tax management services

Commissions

Investment advisor representatives may receive commissions as registered representatives for brokerage and insurance product sales, separate from advisory fees.

Project-based

Hourly fee up to $500 per hour for financial planning services depending on complexity.

Other

Fee-only: Hourly fees up to $500/hour; fixed fees from $500 up to $25,000 or more; True Wealth Plans fee 0.20% of assets with $3,500 minimum, discounted to 0.10% if assets transferred within 6 months.

Location

See office

Somerville, NJ

54 Grove Street, Ste. 2A

Somerville NJ 08876

Advisors at this office

2

Most active in

New Jersey

Work history

43 years of industry experience

CWM, LLC DBA Carson Wealth

2026 - Present • 1 year

Somerville, NJ

Cetera Wealth Services, LLC

2026 - Present • 1 year

El Segundo, CA

CWM, LLC DBA Carson Partners

2026 - Present • 1 year

Omaha, NE

LPL Financial, llc

2020 - 2026 • 6 years

Somerville, NJ

Raymond James Financial Services Advisors INC.

2014 - 2020 • 6 years

Somerville, NJ

Raymond James Financial Services, inc.

2014 - 2020 • 6 years

Somerville, NJ

Financial Network Educators

2012 - Present • 14 years

Branchburg & Piscataway, NJ

Foran Financial Group

2010 - Present • 16 years

Somerville, NJ

LPL Financial

1997 - 2014 • 17 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tomas G

CFP®, Series 66, CIMA®, CPWA®

Summit, NJ

Beacon Hill Private Wealth LLC

Tomas Geoghegan is a CFP® and Series 66–registered financial advisor with 23 years of industry experience. He has been with Beacon Hill Private Wealth LLC since 2016, where he is the sole advisor. The firm provides comprehensive wealth management and planning services to individuals, high-net-worth families, trusts, institutions, and businesses. Beacon Hill employs an evidence-based, largely passive investment approach focused on global diversification, modest factor tilts, and high-quality fixed income to manage portfolio volatility, and it offers distinctive pension-consulting services including plan investment platform analysis and participant education.

Retirement income strategy Wealth management Tax-loss harvesting RSUs / ISOs / NSOs Retirement withdrawal strategies Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and Series 66-licensed financial advisor at Condor Capital Wealth Management with 11 years of industry experience. He has previously worked at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments, and Edward Jones. Moran is based in Martinsville, NJ and has been with Condor since 2023. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting using a fee-only investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies such as direct indexing and cryptocurrency exposure under adviser oversight.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Michael B

Series 66, Series 65, Series 63

Highland Park, NJ

Aliya Financial

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds the Series 66, Series 65, and Series 63 licenses. His prior work history includes roles at LPL Enterprise LLC, Better Options LLC, Alight Financial, USAA Financial Advisors, MassMutual Investors Services, and UBS Financial Services, among others. Aliya Financial is an independent investment adviser that provides investment management and integrated financial planning to individuals, families, trusts, estates, and small business owners. The firm employs a combination of quantitative and qualitative analysis and offers both traditional diversified portfolios and options-based income strategies, delivering advice and financial planning together under an asset-based advisory relationship.

Retirement income strategy Income planning Long-term care insurance Options & derivatives strategies Cash flow / budgeting Retired Founder/Business Owner
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Jerrold T

Series 65

Highland Park, NJ

Parkview Capital Management

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Options & derivatives strategies Active portfolio management
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Danny S

Series 65

Scotch Plains, NJ

New Street Advisors Group LLC

Danny Saporu is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of New Street Advisors Group LLC, where he has worked since 2019. Prior to founding the firm, he held positions at Credit Suisse Securities (USA) LLC and was affiliated with the University of Chicago Booth. Outside of his advisory role, he engages in media contributions and venture investing activities. New Street Advisors Group LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes tailored investment strategies supported by written Investment Policy Statements and offers educational seminars and workshops alongside ongoing account reviews.

Real estate investing
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