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Ryan M. Daley

Investment adviser representative at Raymond James Financial Services Advisors, Inc
19 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

19 years in the industry.

  1. Golden Glove Valley Sports GroupMay 2025 to now
  2. Hickingbottom Financial ServicesJan 2022 to now
  3. Raymond James Financial Services Advisors, IncJun 2021 to now
  4. Raymond James Financial ServicesJun 2021 to now
  5. Mysa AjaxAug 2019 to now
  6. Bbva Wealth Solutions Inc.Oct 2013 to now
  7. Compass BankAug 2009 to now
  8. Bbva Compass Insurance Agency Inc.Mar 2007 to now
  9. Modesto Youth Soccer AssociationOct 2013 to Mar 2025
  10. Bbva Securities Inc.May 2013 to Jun 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

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

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
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
5514189
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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