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Daniel Vincent Daley

Ideas IN Finance

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About Daniel Vincent Daley

Daniel Daley is a registered investment advisor representative with Ideas in Finance, Inc. and Your Financial Advocate, LLC. Daniel is licensed to provide investment advice in Florida, New York, Texas and Washington. Daniel has been in the industry for over 22 years and has a Series 66, Series 7 and SIE license. Daniel specializes in financial planning, portfolio management for individuals and selection of other advisors. Daniel has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Daniel Daley is currently registered with Ideas IN Finance. Ideas IN Finance is an investment advisor registered with the SEC that offers a range of services including financial planning, portfolio management for individuals and selection of other advisors. They manage approximately $44.3 million in assets for 110 clients, including 55 high-net-worth individuals and 55 individuals other than high-net-worth.

$44.28M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your 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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percentage of assets

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

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Daniel Daley’s Registration & Firm History

FL

03/23/2020 - Present

Ideas IN Finance (BOCA RATON FL)

NJ

08/03/2016 - 07/22/2019

PERSHING LLC (JERSEY CITY NJ)

IL

11/18/2013 - 05/05/2015

PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)

NJ

11/16/2000 - 07/16/2013

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 02/15/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Vincent Daley.
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