Brian
Daly
Aegis Capital Corp
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About this Advisor
Brian Daly is a financial advisor based in Melville, New York, working with Aegis Capital Corp. Brian has previously held positions at J.P. Morgan Securities LLC, Bj'S Wholesale, Reiss Appraisals Inc, Hudson Valley Credit Union, Charter Communications, Hire Dynamics, Cellular Sales Services, and Aegis Capital Corp. Brian has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Brian is part of Aegis Capital Corp, which operates out of Melville, New York. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aegis Capital Corp Brokerage Details
$1,282,090,691
257
2,479
$517,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Brian Daly Work History
Aegis Capital Corp
Cellular Sales Services
Hire Dynamics
Charter Communications
Reiss Appraisals Inc
Hudson Valley Credit Union
Bj'S Wholesale
J.P. Morgan Securities LLC
Disclosures
Please visit the SEC profile of Brian Daly 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 Aegis Capital Corp
Northbrook, IL
Hillsdale, NJ
New York, NY
New York, NY
New York, NY
Melville, NY
New York, NY
Sarasota, FL
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