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Daniel Joseph Delaney

Masterworks Advisers, LLC

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About Daniel Joseph Delaney

Daniel Delaney is an investment advisor representative with Masterworks Advisers, LLC. Daniel has been working in the financial industry since 2017 and has experience in providing investment advice to individuals and pooled investment vehicles. Daniel Delaney is currently registered as an investment advisor representative in New York and Texas. Daniel Delaney has passed the Series 7, Series 63, and Series 66 examinations. Daniel Delaney has also worked at firms like Fidelity Brokerage Services LLC, Independent Brokerage Solutions LLC, and J.P. Morgan Securities LLC. In addition to working at Masterworks Advisers, LLC, Daniel Delaney is also a Masterworks Platform Associate at Masterworks, LLC.

Firm Information

Daniel Delaney is currently registered with Masterworks Advisers, LLC. Masterworks Advisers, LLC is an investment adviser based in NEW YORK, NY. The firm manages approximately $37,198,850 in assets for 438 clients. Masterworks Advisers, LLC provides portfolio management for individuals and pooled investment vehicles. The firm primarily works with individuals other than high-net-worth individuals, high-net-worth individuals, and pooled investment vehicles.
Masterworks Advisers, LLC

225 LIBERTY STREET

NEW YORK, NY 10281

$37.20M

Assets Under Management

Not reported

Total Clients

32

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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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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Daniel Delaney’s Registration & Firm History

NY

06/30/2023 - Present

Masterworks Advisers, LLC (NEW YORK NY)

NY

05/16/2022 - 02/27/2023

ARETE WEALTH MANAGEMENT, LLC (New York NY)

NY

06/22/2021 - 05/17/2022

INDEPENDENT BROKERAGE SOLUTIONS LLC (New York NY)

NY

08/29/2018 - 10/30/2019

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

11/28/2017 - 07/31/2018

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/27/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Joseph Delaney.
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