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Dahlia Christine Daley

Daley Capital, Inc.

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About Dahlia Christine Daley

Dahlia Daley is an investment advisor representative with Daley Capital, Inc. Dahlia has been a registered Investment Advisor Representative since 2025. Dahlia has been in the financial services industry since 1990. Dahlia has a Series 6, 7, 63, 65 and 66 securities license. Dahlia is also a Chartered Financial Consultant. Dahlia is a member of the Maryland Securities Investor Protection Corporation. Daley Capital, Inc. specializes in providing financial planning and portfolio management for individuals. The firm has 17 accounts under management, with total assets under management of $4,045,234. The firm also offers hourly charges, fixed fees, and a percentage of assets for compensation.

Firm Information

Dahlia Daley is currently registered with Daley Capital, Inc.. Daley Capital, Inc. is an investment advisor registered with the SEC. They primarily provide financial planning and portfolio management services for individuals, managing approximately $4,045,234 in assets for 10 clients.

$4.05M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dahlia Daley’s Registration & Firm History

MD

01/01/2025 - Present

Daley Capital, Inc. (BOWIE MD)

MD

01/02/2004 - 12/31/2007

INVESTORS SECURITY COMPANY, INC. (BOWIE MD)

NJ

10/03/1990 - 07/22/2003

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

10/03/1990 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 06/22/2001

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/08/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/01/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dahlia Christine Daley.
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