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Christopher Patrick Daly

VIASOURCE FUNDING GROUP, LLC·BERNARDS TOWNSHIP, New Jersey
Clean recordVIASOURCE FUNDING GROUP, LLC
106 ALLEN RD., BERNARDS TOWNSHIP, NJ 07920CRD# 5578834Firm CRD# 167133

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Patrick Daly · BERNARDS TOWNSHIP, NJ
Registration
CRD #5578834 · VIASOURCE FUNDING GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Patrick Daly is a registered financial advisor based in BERNARDS TOWNSHIP, New Jersey, affiliated with VIASOURCE FUNDING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
VIASOURCE FUNDING GROUP, LLC
VIASOURCE FUNDING GROUP, LLC
AUM
$800M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at VIASOURCE FUNDING GROUP, LLC →
Services
Pension consulting
04

Background

Compensation
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5578834
Firm CRD# 167133
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Patrick Daly offer?
Christopher Patrick Daly specializes in Retirement Planning. Contact their office in BERNARDS TOWNSHIP, New Jersey for a consultation.
What are Christopher Patrick Daly's credentials?
Christopher Patrick Daly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Patrick Daly located?
Christopher Patrick Daly is based in BERNARDS TOWNSHIP, New Jersey, working with VIASOURCE FUNDING GROUP, LLC. Their office serves clients in the BERNARDS TOWNSHIP metropolitan area and surrounding communities.
How does Christopher Patrick Daly charge for services?
Christopher Patrick Daly's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIASOURCE FUNDING GROUP, LLC?
VIASOURCE FUNDING GROUP, LLC has approximately 15 employees and manages $800M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VIASOURCE FUNDING GROUP, LLC

Christopher Thomas Daly
BERNARDS TOWNSHIP, NJ
Eileen Mary Daly
BERNARDS TOWNSHIP, NJ
Marc Edward Feaster
BERNARDS TOWNSHIP, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in New JerseyNational Fee Analysis
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