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Patrick Allen Daly

Lasalle ST. Investment Advisors, LLC

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About Patrick Allen Daly

Patrick Daly is a financial advisor with over 30 years of experience in the financial services industry. Patrick is currently registered with LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC. Patrick has worked for several firms including Stifel, Nicolaus & Company, Incorporated and Janney Montgomery Scott LLC. Patrick holds the Series 7, Series 31, and Series 66 licenses. He provides a wide range of financial planning services to individuals, families, and businesses.

Firm Information

Patrick Daly is currently registered with Lasalle ST. Investment Advisors, LLC. Lasalle ST. Investment Advisors, LLC, based in Elmhurst, IL, is an investment advisor with over 134 investment advisor representatives. They provide financial planning and portfolio management services to a range of clients including individuals, corporations, charitable organizations, and pension plans. The firm has over $3.4 billion in regulatory assets under management.
Lasalle ST. Investment Advisors, LLC

940 N. INDUSTRIAL DR.

ELMHURST, IL 60126-1131

$3.48B

Assets Under Management

Not reported

Total Clients

143

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Patrick Daly’s Registration & Firm History

IL

08/01/2024 - Present

Lasalle ST. Investment Advisors, LLC (ELMHURST IL)

NJ

05/22/2009 - 07/16/2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED (SUCCASUNNA NJ)

NJ

10/25/1995 - 05/28/2009

JANNEY MONTGOMERY SCOTT LLC (BEDMINSTER NJ)

NY

06/21/1993 - 11/16/1995

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/1993

Series 31 - Futures Managed Funds Examination

BC

Issued 06/18/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Allen Daly.
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