Michael Dailey, financial advisor Trumbull CT
38 score

Michael Dailey

CRD Number: 1885685
Current Firm: Gradient Advisors, LLC

Michael Dailey (CRD# 1885685) is an Investment Advisor Representative working at Gradient Advisors, LLC in Trumbull, CT and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Advisors, LLC Shoreview, MN Jan 2012 - Current 4
Harbor Financial Hamden, CT Oct 2010 - Current 6
Clarity Insurance Trumbull, CT Jul 2006 - Current 10
The College Authority Trumbull, CT Jan 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Apr 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Michael C. Dailey
Phone Number: 877-885-0508
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $33,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
38

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