Brendan
Daly
Mml Investors Services, LLC
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About this Advisor
Brendan Daly is a financial advisor based in Horsham, Pennsylvania, working with Mml Investors Services, LLC. Brendan has previously held positions at Deloitte Tax LLP, Cosaint Insurance Partners LLC, Temple University Accounting Department, Uncle Oogies Pizzeria, Equitable Advisors LLC, Temple University, Massmutual Life Insurance Co, and Mml Investors Services, LLC. Brendan has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Brendan is part of Mml Investors Services, LLC, which operates out of Horsham, Pennsylvania. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$72,827,710,537
7,130
351,645
$207,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Brendan Daly Work History
Massmutual Life Insurance Co
Mml Investors Services, LLC
Equitable Advisors LLC
Deloitte Tax Llp
Cosaint Insurance Partners LLC
Temple University Accounting Department
Uncle Oogies Pizzeria
Temple University
Disclosures
Please visit the SEC profile of Brendan 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 Mml Investors Services, LLC
New York, NY
Sun Prairie, WI
San Juan, PR
Memphis, TN
Rockford, IL
Emmett, ID
Vancouver, WA
Newtown Square, PA
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