Bryan Keith Daly

Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISOR TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 01/2019
  Freedom Equity Group
  Jupiter, FL
• 07/2016 → 12/2018
  First Advisors National, Llc
  Jupiter, FL
• 11/2018 → Present
  Royal Fund Management, Llc Dba New Life Financial Planning, Llc
  The Villages, FL
• 06/2021 → 06/2023
  Nationwide Mortgage Bankers
  Melville, NY
• 01/2019 → Present
  Independent Insurance Agent - Self Employed
  Jupiter, FL
• 06/2023 → Present
  Nexa Mortgage, Llc
  Chandler, AZ
• 09/2024 → Present
  Estate Guru
  Provo, UT

Previous Registrations

• 2016-07-21 → 2018-12-06
  First Advisors National, Llc
  Jupiter, FL

Other Businesses

1.01/2019 Independent Licensed insurance Agent; Investment Related; Florida; Life Insurance _ 2. 6/2023 Nexa Mortgage, LLC; Mortgage Loans; 3100 W Ray Road #201 Office #209 Chandler AZ 85226; Mortgage Loan Officer; Spends Approximately 5% of Professional time; Loan Application/Process & Price Loans _ 3. 9/2024 Estate Guru, investment related; Agent/Advisor; 410 S University Ave, Provo, UT 84601; Estate Planning Software; Sole Prop; Facilitate Estate Plans; approximately 5% of professional time spent_ 4. 8/2015 New Life Financial Planning, LLC; Owner/Managing Member; Investment Related; 601 Heritage Drive Suite 204 Jupiter, FL 33458; 150 Hours/Month; 6 Hours During trading hours; Formed solely for tax purposes. New Life Financial Planning, LLC DBA is used for advisory services conducted through Royal Fund Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-14

Designations

• Certified Financial Planner