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
    927
    MILLIONS
  • Total Number of Accounts
    2,164
    ACCOUNTS
  • Average Account Value
    $428,395
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

AZ, CA, CT, DE, FL, GA, KS, MA, MD, MO, NC, NH, NJ, NY, PA, SC, TX, VA

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