Unclaimed Profile

Margaret Mary Daly

AUTHENT ADVISORS, INC.·CORTE MADERA, California

Clean record12 years registeredAUTHENT 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. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AUTHENT ADVISORS, INC.

MARINER WEALTH ADVISORS

Apr 2019 – May 2020

CORTE MADERA, CA

AUTHENT ADVISORS, INC.

Sep 2013 – Apr 2019

CORTE MADERA, CA

Registrations & Exams

Registration record

First registered · September 24, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AUTHENT ADVISORS, INC.

CRD 148520 · SEC 801-69732

AUM

$285M

Regulatory assets under management

Employees

1,158 client accounts

Services offered by AUTHENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AUTHENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Margaret Mary Daly offer?

Margaret Mary Daly specializes in Financial Planning, Investment Management.

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, last registered with AUTHENT ADVISORS, INC..

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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