Dan Daley (CRD# 7489138) is an Investment Advisor Representative working at Ladenburg Thalmann Asset Management Inc. in Naples, FL and has 1 year of experience in the finance industry.
CRD# 6510447
Luma Capital
CRD# 6094218
Osaic Institutions, Inc.
CRD# 4808940
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Naples, FL | Jan 2022 - Current | 2 |
| Club Staffing | Boca Raton, FL | Jan 2020 - Dec 2021 | 1 |
| Florida Atlantic University | Boca Raton, FL | Sep 2019 - Jan 2020 | < 1 |
| Weatherby Healthcare | Fort Lauderdale, FL | Jun 2019 - Aug 2019 | < 1 |
| Florida Atlantic University | Boca Raton, FL | Sep 2016 - Jun 2019 | 2 |
| Paul Davis Restoration | New York, NY | Aug 2014 - Aug 2016 | 2 |
| Sachem High School | Holbrook, NY | Jan 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- FL
- NY
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Total Assets Under Management4,319MILLIONS
-
Total Number of Accounts3,133ACCOUNTS
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Average Account Value$1,378,499
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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