Skip to content

Matthew Thomas Daley

Investment adviser representative at Howard Capital Management, LLC
20 yearsExperience
1 stateRegistered in
$8BFirm assets
17 yearsFirm in business

Are you Matthew Thomas Daley? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsSubscription

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

20 years in the industry.

  1. Howard Capital Management, LLCMar 2021 to now
  2. UnemployedFeb 2019 to Mar 2021
  3. Gwfs Equities Inc/great-west Life & Ann Ins CoOct 2006 to Jan 2019

Exams passed

  • Series 66 · Uniform Combined State Law1997
  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (CO).

Howard Capital Management, LLC

$8BAssets managed
10,608Clients
23Advisers
17 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
2571778
Firm CRD
118070
Advisor's SEC record (opens in a new tab)
CallContact this firm