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Kathleen M Daly

WEBER ASSET MANAGEMENT, INC.·LAKE SUCCESS, New York
Clean recordWEBER ASSET MANAGEMENT, INC.
1983 MARCUS AVE, LAKE SUCCESS, NY 11042CRD# 6021539Firm CRD# 106267

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen M Daly · LAKE SUCCESS, NY
Registration
CRD #6021539 · WEBER ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kathleen M Daly is a registered financial advisor based in LAKE SUCCESS, New York, affiliated with WEBER ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEBER ASSET MANAGEMENT, INC.
WEBER ASSET MANAGEMENT, INC.
AUM
$473M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEBER ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6021539
Firm CRD# 106267
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen M Daly offer?
Kathleen M Daly specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAKE SUCCESS, New York for a consultation.
What are Kathleen M Daly's credentials?
Kathleen M Daly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen M Daly located?
Kathleen M Daly is based in LAKE SUCCESS, New York, working with WEBER ASSET MANAGEMENT, INC.. Their office serves clients in the LAKE SUCCESS metropolitan area and surrounding communities.
How does Kathleen M Daly charge for services?
Kathleen M Daly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEBER ASSET MANAGEMENT, INC.?
WEBER ASSET MANAGEMENT, INC. has approximately 6 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEBER ASSET MANAGEMENT, INC.

Jennifer Legum Weber
LAKE SUCCESS, NY
Ken Weber
LAKE SUCCESS, NY
Stuart E Markowitz
LAKE SUCCESS, NY

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