Joseph Daly, financial advisor Milford PA

Joseph Daly

CRD Number: 7022006
Current Firm: Biondo Investment Advisors LLC

Joseph Daly (CRD# 7022006) is an Investment Advisor Representative working at Biondo Investment Advisors LLC in Milford, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Atlas Certified Sparta, NJ Jan 2018 - Sep 2018 < 1
Best Western Hotels Phoenix, AZ Jan 2017 - Jan 2018 1
Wyndham Hotels Parsippany, NJ Oct 1998 - Dec 2016 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Joseph W. Daly
Phone Number: 570-296-5525
Registered State(s):
  • NJ
  • PA
  • TX
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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