John Patrick Daly
Investment adviser representative at Daly Investment Management, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$123.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Daly Investment Management, LLCApr 2009 to now
- John Daly, Sole ProprietorFeb 2000 to now
- Steele Capital Management, IncFeb 2017 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (IL).
Daly Investment Management, LLC
$123.5MAssets managed
125Clients
1Advisers
Under 1 yearIn 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
- 4133168
- Firm CRD
- 149980