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Alex D. Daley

WORTHNET
BALTIMORE, MD 21201
Some features on this profile are disabled
CRD#: 7386502
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Professional summary

Alex David Daley, who also goes by Alex Daley, is a registered financial advisor currently at WORTHNET, LLC located in Baltimore, Maryland.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Alex has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex David Daley's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 28, 2025 - Present

WORTHNET, LLC

Office #1: 16 W. Madison Street, Baltimore, MD 21201
RIA
CRD#: 333488
BALTIMORE, MD

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
Georgia
(12/1/2025)
IAR
Louisiana
(12/11/2025)
IAR
Maryland
(7/28/2025)
IAR
Nebraska
(12/4/2025)
IAR
New Hampshire
(1/6/2026)
IAR
Texas
(10/15/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/28/2025
Uniform Investment Adviser Law Examination

Current Firm

WL
WORTHNET, LLC
WORTHNET, LLC

CRD#: 333488 / SEC#: 801-131609

Georgia
Registered Investment Advisory firm - (8/29/2025 Approved)
Louisiana
Registered Investment Advisory firm - (12/11/2025 Approved)
Maryland
Registered Investment Advisory firm - (6/9/2025 Approved)
Nebraska
Registered Investment Advisory firm - (12/1/2025 Approved)
New Hampshire
Registered Investment Advisory firm - (1/6/2026 Approved)
Texas
Registered Investment Advisory firm - (10/14/2025 Conditional Restricted)
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Contact information

Main Address
16 W. Madison Street, Baltimore, MD 21201
Mailing Address
Phone number
(667) 312-3548
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Red Flags

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.

Company Information

WORTHNET, LLC

CRD#: 333488Baltimore, MD 21201

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