Nicholas Daly, financial advisor Baltimore MD

Nicholas Daly

CRD Number: 6097406
Current Firm: Brightside Partners

Nicholas Daly (CRD# 6097406) is an Investment Advisor Representative working at Brightside Partners in Baltimore, MD and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Brightside Advisory Partners, LLC Baltimore, MD Nov 2019 - Current 2
Wms Partners, LLC Towson, MD Apr 2019 - Nov 2019 < 1
Personal Sabbatical Brooklandville, MD Apr 2018 - Apr 2019 1
Wells Fargo Securities, LLC New York, NY Jun 2012 - Apr 2018 5
Washington And Lee University Lexington, VA Apr 2012 - Jun 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
Contact Info for Nicholas R. Daly
Phone Number: (410) 989-7500
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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