JD
John R. Daley
LIFESTYLE FREEDOM ADVISORY GROUP
Bradenton, FL 34202
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CRD#: 1066953
JD
Professional summary
John Russell Daley MR., who also goes by John Russell Daley, is a registered financial advisor currently at LIFESTYLE FREEDOM ADVISORY GROUP, LLC located in Bradenton, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. John has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Russell Daley
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
John Daley is also a licensed insurance agent and co-owners of Lifestyle Freedom Safe Harbor, LLC; Bradenton, FL; Approximately 10% of his time is spent in this practice. From time to time, he will offer clients products and/or services from this activity. Lifestyle Freedom Group, LLC dba Family Office Division; Bradenton, FL; Consulting for CPAs and attorneys regarding practice management and add'l services; Member; Start 03/2016; 24 hrs/mo, all during securties trading hrs. Lifestyle Freedom Group, LLC dba Array Partners; Bradenton, FL; Start 03/2016; 48 hrs/mo all druing securites trading.
CRS (Client Relationship Summary) - RIA
Click below to view John Russell Daley MR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 26, 2016 - Present
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
Office #1: 9040 Town Center Parkway, Bradenton, FL 34202RIA
CRD#: 283512
Bradenton, FL
Past
July 1, 2003 - September 21, 2005
NRP FINANCIAL, INC.
RIA
CRD#: 103717
SCARBOROUGH, ME
Past
July 1, 2003 - September 21, 2005
NRP FINANCIAL, INC.
BD
CRD#: 103717
BRYAN, OH
Past
June 25, 2002 - July 15, 2003
LPL FINANCIAL LLC
RIA
CRD#: 6413
SCARBOROUGH, ME
Past
February 14, 1997 - July 15, 2003
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
August 14, 1994 - February 21, 1997
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
May 23, 1990 - October 15, 1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BD
CRD#: 2873
NEW YORK, NY
Past
May 23, 1990 - July 19, 1994
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
July 21, 1987 - July 22, 1988
J. B. HANAUER & CO.
BD
CRD#: 6958
Past
March 18, 1985 - July 18, 1987
MONY SECURITIES CORPORATION
BD
CRD#: 4386
Past
December 14, 1982 - November 26, 1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
Past
December 14, 1982 - November 26, 1984
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
LIFESTYLE FREEDOM ADVISORY GROUP, LLC | TURNING POINT RETIREMENT ASSOCIATES
CRD#: 283512 / SEC#: 801-134196
RIA
Registered Investment Advisory firm - (8/21/2025 Approved)California
Registered Investment Advisory firm - (9/25/2025 Terminated)Connecticut
Registered Investment Advisory firm - (9/10/2025 Terminated)Florida
Registered Investment Advisory firm - (8/26/2025 Terminated)Georgia
Registered Investment Advisory firm - (9/23/2025 Terminated)New York
Registered Investment Advisory firm - (8/26/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/29/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/26/2025 Terminated)Texas
Registered Investment Advisory firm - (8/26/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(5/26/2016)
IAR
North Carolina(8/28/2025)
IAR
Texas(10/15/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
LF
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
LIFESTYLE FREEDOM ADVISORY GROUP, LLC | TURNING POINT RETIREMENT ASSOCIATES
CRD#: 283512 / SEC#: 801-134196
RIA
Registered Investment Advisory firm - (8/21/2025 Approved)California
Registered Investment Advisory firm - (9/25/2025 Terminated)Connecticut
Registered Investment Advisory firm - (9/10/2025 Terminated)Florida
Registered Investment Advisory firm - (8/26/2025 Terminated)Georgia
Registered Investment Advisory firm - (9/23/2025 Terminated)New York
Registered Investment Advisory firm - (8/26/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/29/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/26/2025 Terminated)Texas
Registered Investment Advisory firm - (8/26/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9040 Town Center Parkway, Bradenton, FL 34202
Mailing Address
Phone number
(941) 914-9422
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 345 |
| AUM (Assets Under Management) | $ 125,569,676 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
