Joseph Timothy Daly
Investment adviser representative at Lazard Asset Management LLC
22 yearsExperience
1 stateRegistered in
$120.5BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Lazard Asset Management LLCJun 2025 to now
- Lazard Asset Management Securities LLCJun 2025 to now
- UnemployedFeb 2025 to Jun 2025
- Thornburg Investment ManagementJan 2025 to Feb 2025
- Thornburg Securities LLCApr 2003 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lazard Asset Management LLC
$120.5BAssets managed
5,110Clients
32Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2259592
- Firm CRD
- 122836