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Margaret Mary Daly

AUTHENT ADVISORS, INC.·CORTE MADERA, California
Clean recordAUTHENT ADVISORS, INC.
300 TAMAL PLAZA, CORTE MADERA, CA 94925CRD# 5610522Firm CRD# 148520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Mary Daly · CORTE MADERA, CA
Registration
CRD #5610522 · AUTHENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret Mary Daly is a registered financial advisor based in CORTE MADERA, California, affiliated with AUTHENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AUTHENT ADVISORS, INC.
AUTHENT ADVISORS, INC.
AUM
$285M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AUTHENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: INITIAL ACCOUNT ESTABLISHMENT FEE
Regulatory
SEC/IARD CRD# 5610522
Firm CRD# 148520
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret Mary Daly offer?
Margaret Mary Daly specializes in Financial Planning, Investment Management. Contact their office in CORTE MADERA, California for a consultation.
What are Margaret Mary Daly's credentials?
Margaret Mary Daly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Mary Daly located?
Margaret Mary Daly is based in CORTE MADERA, California, working with AUTHENT ADVISORS, INC.. Their office serves clients in the CORTE MADERA metropolitan area and surrounding communities.
How does Margaret Mary Daly charge for services?
Margaret Mary Daly's firm is compensated through percentage of aum, hourly charges, subscription fees, other: initial account establishment fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AUTHENT ADVISORS, INC.?
AUTHENT ADVISORS, INC. has approximately 5 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AUTHENT ADVISORS, INC.

Elliott Remer Chernin
CORTE MADERA, CA
Rebecca Marie Crandall
CORTE MADERA, CA

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Research
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