Daniel O'Rourke has been an investment adviser representative at Strathmore Capital Advisors since March 2026, and is not listed among the firm’s executive officers or direct owners. Daniel O'Rourke studied at Temple University.
Strathmore Capital Advisors, Inc. is a Charlotte, NC firm with $805M under management, 501 clients and 11 advisers across 8 offices, as of its September 2026 filing.
Dan O'Rourke is Director of Multifamily Office Solutions of Strathmore Capital Advisors, where he leads the development and delivery of the firm's offering across tax, estate, financial planning, and investment management. He began his financial services career in 2004. Before joining Strathmore, he was Chief Investment Officer and Vice-Chairman of the Investment Policy Committee at Wellspring Wealth Management, and earlier spent over 17 years at Vanguard.
Daniel O'Rourke’s longest registration was 4 years at Wellspring Wealth Management LLC (2022–2026). Before joining Strathmore Capital Advisors in 2026, Daniel O'Rourke was registered through LPL Financial LLC and Wellspring Wealth Management LLC.
- Strathmore Capital AdvisorsCurrent– present · under a yearPooler, GA · Adviser representative · Firm CRD 135008
- LPL Financial LLC– · 3 yearsHilton Head, SC · Adviser representative · Firm CRD 6413
- Wellspring Wealth Management LLC– · 4 yearsAlpharetta, GA · Adviser representative · Firm CRD 134834
Professional designations
Listed by Strathmore Capital Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Daniel O'Rourke is registered as an investment adviser representative in 2 states. Each was approved in March 2026.
- GeorgiaSince 20 March 2026
- South CarolinaSince 6 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 12 September 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 July 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 July 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel James O'Rourke
- CRD
- 4768908
- Firm
- Strathmore Capital Advisors · CRD 135008
- Office
- 1145 US Hwy 80, Suite F, Pooler, GA 31322
- Registration
- Investment adviser registration
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strathmorecapadv.com
Where does Daniel O'Rourke work?
Daniel O'Rourke is an investment adviser representative registered through Strathmore Capital Advisors, Inc. since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel O'Rourke a financial advisor?
Yes. Daniel O'Rourke has a current investment-adviser registration in Georgia and South Carolina, through Strathmore Capital Advisors since March 2026.
How many years of experience does Daniel O'Rourke have?
Daniel O'Rourke has 22 years in the financial industry, since July 2004, across 3 adviser firms.
What exams has Daniel O'Rourke passed?
Daniel O'Rourke has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in July 2004. FINRA credited Daniel O'Rourke with the SIE, which began in October 2018.
Where did Daniel O'Rourke work before Strathmore Capital Advisors?
Before Strathmore Capital Advisors, Daniel O'Rourke was registered through LPL Financial LLC, April 2022 to February 2026.
Where is Daniel O'Rourke based?
Daniel O'Rourke’s registered office is in Pooler, GA.
Is Daniel O'Rourke registered with FINRA?
No. Daniel O'Rourke has no current broker registration.
Is Daniel O'Rourke a CFP?
Strathmore Capital Advisors lists Daniel O'Rourke with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Daniel O'Rourke’s record?
Search CRD 4768908 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel O'Rourke’s full registration record.
