RD
Ryan D. Daley
BROADPARK ADVISORS
Charlottesville, VA 22901
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CRD#: 5567723
RD
Professional summary
Ryan Daniel Daley is a registered financial advisor currently at BROADPARK ADVISORS, LLC located in Charlottesville, Virginia.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ryan has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CPA (Partner) at a primarily tax firm...there are no commissions.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Daniel Daley'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
August 27, 2021 - Present
BROADPARK ADVISORS, LLC
Office #1: 2119 Berkmar Dr Ste C, Charlottesville, VA 22901RIA
CRD#: 282929
Charlottesville, VA
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
New York(8/27/2021)
IAR
Virginia(9/16/2021)
Exams
Current Firm
BA
BROADPARK ADVISORS, LLC
BROADPARK ADVISORS, LLC
CRD#: 282929 / SEC#:
New York
Registered Investment Advisory firm - (4/7/2016 Approved)Virginia
Registered Investment Advisory firm - (9/16/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2119 Berkmar Dr Ste C, Charlottesville, VA 22901
Mailing Address
Phone number
(914) 840-4122
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 49 |
| AUM (Assets Under Management) | $ 10,419,668 |
Red Flags
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Company Information
BROADPARK ADVISORS, LLC
CRD#: 282929Charlottesville, VA 22901TRUST BUT VERIFY
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