MD
MD

Michael Daly

13 Years of Experience
Radnor, PA
Broker

Michael Daly is a registered investment advisor at Mondrian Investment Partners (U.S.), INC., based in Radnor, PA, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
9 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

201 King of Prussia Road, Suite 620, Radnor, PA, 19087

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael works full-time as an Institutional Business Development Officer at Mondrian Investment Partners since 2019. He is also a registered representative of Foreside Fund Services, LLC, an unaffiliated broker-dealer.

Employment History
Current Registrations
Foreside Fund Services, LLCBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Hamilton Lane Securities LLCBroker
September 2017 - September 2019 · 2 yrs
Legg Mason Investor Services, LLCBroker
July 2015 - August 2017 · 2 yrs 1 mo
Aberdeen Fund Distributors, LLCBroker
November 2013 - June 2015 · 1 yr 7 mos
Vanguard Marketing CorporationBroker
July 2000 - October 2001 · 1 yr 3 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.