Ellen Marie 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

• 10/1998 → 11/2019
  Spoto's Oyster Bar
  Palm Beach Gardens, FL
• 11/2017 → Present
  New Life Financial Alliance
  Jupiter, FL
• 08/2026 → Present
  Royal Fund Management, Llc Dba New Life Financial Planning
  Lady Lake, FL
• 01/2025 → Present
  Estate Guru
  Provo, UT

Other Businesses

1.10/2016 Independent Licensed insurance Agent; Investment Related; Florida; Life Insurance products_ 2. 01/2025 Estate Guru, Investment Related; Agent; 410 S University Ave, Provo, UT 84601; Estate Planning Software; Sole Prop; Facilitate Estate Plans; approximately 5 Hours/week; 10% of professional time spent_ 3. 7/2026 New Life Financial Planning, LLC; Investment Related; 601 Heritage Drive Suite 204 Jupiter, FL 33458; 120 Hours/Month; 6 Hours/Day During trading hours; Formed solely for tax purposes. New Life Financial Planning, LLC DBA is used for advisory services conducted through Royal Fund Management. 4. 11/2017 New Life Financial Alliance; President; Insurance Agency; Investment Related; 601 Heritage Drive Suite 204 Jupiter, FL 33458; 60 Hours/Month; 3 Hours/day During trading hours; insurance, marketing, and admin

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-22

Other Names

• Ellen Marie Spoto
• Ellen Daly