Gerald Dailey, financial advisor Sherman CT
93 score

Gerald Dailey

CRD Number: 1021823
Current Firm: Thrivent Investment Management Inc.

Gerald Dailey (CRD# 1021823) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sherman, CT and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Jun 2008 - Current 8
Thrivent Investment Management Inc. Sherman, CT May 2008 - Current 8
Self Employed-cpa Sherman, CT Jul 2002 - Current 14
Barlow Agency New Milford, CT Jan 2008 - Apr 2008 < 1
Allstate Insurance Co New Milford, CT Aug 2004 - Jan 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Gerald M. Dailey
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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