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Daniel Daley

Edward Jones

Delmar, NY

Delmar, NY

CRD 6895322

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-04
TX RA APPROVED 2019-10-17
MO RA APPROVED 2018-03-16
  • NY RA
    APPROVED
    Since 2021-04-04
  • TX RA
    APPROVED
    Since 2019-10-17
  • MO RA
    APPROVED
    Since 2018-03-16

Branch Locations

Delmar, NY • United States

394 Elsmere Ave Suite 103, Delmar, NY 12054-9744 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 01/2018 Present
Bad Uncle Sam / Massmutual Highland NY 08/2016 12/2017
Beekman Arms Delamater Inn Rhinebeck NY 08/2016 01/2017
  • 01/2018 → Present
    Edward Jones
    St Louis, MO
  • 08/2016 → 12/2017
    Bad Uncle Sam / Massmutual
    Highland, NY
  • 08/2016 → 01/2017
    Beekman Arms Delamater Inn
    Rhinebeck, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-15
  • S66 Uniform Combined State Law Examination
    2018-03-15

View on SEC IAPD

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