AdvisorOS Directory
Claim Profile
Unclaimed Profile
ED

Eileen Mary Daly

VIASOURCE FUNDING GROUP, LLC·BERNARDS TOWNSHIP, New Jersey
Clean recordVIASOURCE FUNDING GROUP, LLC
106 ALLEN RD., BERNARDS TOWNSHIP, NJ 07920CRD# 6188359Firm CRD# 167133

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eileen Mary Daly · BERNARDS TOWNSHIP, NJ
Registration
CRD #6188359 · VIASOURCE FUNDING GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eileen Mary 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

Speak with Eileen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eileen is the right fit? Take our 2-minute quiz →

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# 6188359
Firm CRD# 167133
View on FINRA BrokerCheck →

Looking for a financial advisor in BERNARDS TOWNSHIP?

Browse all registered financial advisors in BERNARDS TOWNSHIP, New Jersey or claim this profile if it's yours.

Browse BERNARDS TOWNSHIP AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Eileen Mary Daly offer?
Eileen Mary Daly specializes in Retirement Planning. Contact their office in BERNARDS TOWNSHIP, New Jersey for a consultation.
What are Eileen Mary Daly's credentials?
Eileen Mary Daly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eileen Mary Daly located?
Eileen Mary 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 Eileen Mary Daly charge for services?
Eileen Mary 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VIASOURCE FUNDING GROUP, LLC

Christopher Thomas Daly
BERNARDS TOWNSHIP, NJ
Christopher Patrick Daly
BERNARDS TOWNSHIP, NJ
Marc Edward Feaster
BERNARDS TOWNSHIP, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)SHORT HILLS (65)PARSIPPANY (61)CHATHAM (51)ENGLEWOOD (46)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile