John R. Daley
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Russell Daley MR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
May 26, 2016 - Present
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
Office #1: 9040 Town Center Parkway, Bradenton, FL 34202July 1, 2003 - September 21, 2005
NRP FINANCIAL, INC.
July 1, 2003 - September 21, 2005
NRP FINANCIAL, INC.
June 25, 2002 - July 15, 2003
LPL FINANCIAL LLC
February 14, 1997 - July 15, 2003
LPL FINANCIAL LLC
August 14, 1994 - February 21, 1997
NEW ENGLAND SECURITIES
May 23, 1990 - October 15, 1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
May 23, 1990 - July 19, 1994
MONY SECURITIES CORPORATION
July 21, 1987 - July 22, 1988
J. B. HANAUER & CO.
March 18, 1985 - July 18, 1987
MONY SECURITIES CORPORATION
December 14, 1982 - November 26, 1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
December 14, 1982 - November 26, 1984
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD#: 283512 / SEC#: 801-134196
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/26/2016)
(8/28/2025)
(10/15/2018)
Exams
Current Firm
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD#: 283512 / SEC#: 801-134196
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 366 |
| AUM (Assets Under Management) | $ 156,824,991 |
Red Flags
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Company Information
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD#: 283512Bradenton, FL 34202TRUST BUT VERIFY
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