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Alex David Daley

CRD# 7386502·Registered 2025 - 2026
Previously Registered: Being a previously registered professional could mean that Alex is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Alex David Daley, who also goes by Alex Daley, was a registered financial advisor. Alex was a previously registered financial professional and started their career in finance 2025 - 2026. Alex had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alex Daley

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

Past

WORTHNET, LLCPast·CRD# 333488
RIA
Baltimore, MD
July 28, 2025 - October 6, 2026

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Current Firm

WL
WORTHNET, LLC

WORTHNET, LLC

CRD#: 333488 / SEC#: 801-131609

Contact Information

Main Address

16 W. Madison Street, Baltimore, MD 21201

Phone Number

(667) 312-3548

# of Employees

4

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I also hold a positions as Vice President/Business of Lone Star Tangible Assets LLC, located at 203 Heritage Grove Road, Leander, Texas 78641. The business is involved with commodities, and therefore, is investment-related. The nature of the business is precious metals focused enterprise, operator of the official Texas Bullion Depository and producer of Texas Commemorative Coins and Bills, under the supervision of the Office of the Comptroller of the state of Texas, and owner of the private precious metals dealer, U.S. Gold Bureau (USGB, LLC in Texas) and related brands. As a senior executive at the company, I am responsible for driving compliant and sustainable growth through oversight of product, marketing, sales, and other revenue driving functions of the business, including organic and strategic growth opportunities. I dedicate 160 hours per month approximately to this business activity, of which 140 are during trading hours.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2025About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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