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James Peirce Daly

Seelaus Asset Management, LLC

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About James Peirce Daly

James Peirce Daly is a registered Investment Advisor Representative in New Jersey and is affiliated with Seelaus Asset Management, LLC. James has been a registered Investment Advisor since May 2018, and has extensive experience in the financial services industry, having previously worked for Pioneer Investments in Boston. Seelaus Asset Management, LLC, is a firm specializing in providing financial planning, portfolio management, and other advisory services for a variety of clients. James is committed to providing a personalized and comprehensive approach to financial planning, tailored to the unique needs of each client. The firm specializes in providing financial advice to high-net-worth individuals, families, and charitable organizations.

Firm Information

James Daly is currently registered with Seelaus Asset Management, LLC. Seelaus Asset Management, LLC is a registered investment advisor based in Chatham, NJ. The firm manages approximately $1.43 billion in assets for a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Seelaus specializes in financial planning, portfolio management, and investment advisory services. They offer a wide range of investment services including portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. The firm has 5 licensed agents and 14 investment advisor representatives.
Seelaus Asset Management, LLC

26 MAIN STREET

CHATHAM, NJ 07928

$1.43B

Assets Under Management

Not reported

Total Clients

20

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Daly’s Registration & Firm History

NJ

05/30/2018 - Present

Seelaus Asset Management, LLC (CHATHAM NJ)

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Licenses & Designations

IA

Issued 05/08/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Peirce Daly.
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