Dan
Daley

Ladenburg Thalmann Asset Management Inc

CRD#7489138
Investment Advisor
in Naples, FL

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About this Advisor

Dan Daley is a financial advisor based in Naples, Florida, working with Ladenburg Thalmann Asset Management Inc. Dan has previously held positions at Paul Davis Restoration, Weatherby Healthcare, Club Staffing, Fidelity Investments, Florida Atlantic University, and Sachem High School. Dan has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Florida and New York. Currently, Dan is part of Ladenburg Thalmann Asset Management Inc, which operates out of Naples, Florida. The firm has 2 offices and 37 employees. The firm manages assets totaling $4.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Ladenburg Thalmann Asset Management Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

999 Vanderbilt Beach Rd., Ste 200
Naples, FL 34108

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Ladenburg Thalmann Asset Management Inc Brokerage Details

Total Assets Under Management

$4,318,838,175

FL Average: $7,464,549,021
Total Number of Employees

37

FL Average: 88
Total Number of Accounts

3,133

FL Average: 3,892
Average Account Size

$1,378,499

FL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Dan Daley Work History

2022 - Present (2 years)

Fidelity Investments

2020 - 2021 (1 year)

Club Staffing

2019 - 2019 (< 1 year)

Weatherby Healthcare

2019 - 2020 (1 year)

Florida Atlantic University

2016 - 2019 (3 years)

Florida Atlantic University

2014 - 2016 (2 years)

Paul Davis Restoration

2012 - 2015 (3 years)

Sachem High School

Disclosures

Please visit the SEC profile of Dan Daley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ladenburg Thalmann Asset Management Inc

Timothy Eng
New York, NY
Michael Meechan
New York, NY
Audrey Treloar
New York, NY
Benjamin Dennis
New York, NY
Fred Boy
Highlands Ranch, CO
Dan Daley
Naples, FL
Robert Baisch
New York, NY
Josephine Paribello
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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