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Scott J Daly

Comprehensive Capital Management, Inc.

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About Scott J Daly

Scott Daly is an investment advisor representative with Comprehensive Capital Management, Inc. Scott has been in the industry since 1998 and is registered with the states of New Jersey and New York. Scott's firm provides financial planning, pension consulting, market timing services, selection of other advisors, portfolio management for businesses and individuals. Scott is also a real estate broker.

Firm Information

Scott Daly is currently registered with Comprehensive Capital Management, Inc.. Comprehensive Capital Management, Inc. is an investment advisory firm located in ROCKAWAY, NJ. The firm has 9 licensed agents, 11 investment adviser representatives, and 7 registered representatives. It manages approximately $48,291,805 in discretionary assets for 570 clients. The firm provides financial planning, pension consulting, market timing services, selection of other advisers, portfolio management for businesses and individuals. Their client base consists primarily of individuals.
Comprehensive Capital Management, Inc.

100 ENTERPRISE DRIVE, SUITE 504

ROCKAWAY, NJ 07866

$48.29M

Assets Under Management

5

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Scott Daly’s Registration & Firm History

NY

03/20/2021 - Present

Comprehensive Capital Management, Inc. (Douglas Manor NY)

NJ

10/01/2007 - 01/07/2013

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)

NJ

04/22/1998 - 10/02/2007

ROYAL ALLIANCE ASSOCIATES, INC. (PRINCETON NJ)

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Licenses & Designations

IA

Issued 11/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2004

Series 7 - General Securities Representative Examination

BC

Issued 04/13/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott J Daly.
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