Ursula Robinson Daley
Investment adviser representative at Vestgen Advisors, LLC
25 yearsExperience
2 statesRegistered in
$6.7BFirm assets
4 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 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
25 years in the industry.
- Vestgen Advisors, LLC.Oct 2025 to now
- Private Client ServicesOct 2025 to now
- Commonwealth Financial NetworkDec 2018 to Oct 2025
- LPL Financial, LLCMar 2001 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (IL, NH).
Vestgen Advisors, LLC
$6.7BAssets managed
22,790Clients
58Advisers
4 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
- 4369630
- Firm CRD
- 318657