DD
DD

Daniel Joseph Delaney

6 Years of Experience
Areas of Practice
Investment ManagementAlternative Investments
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
626 clients
Average Client Portfolio
$50K average
Assets Under Management
$31.1M

Fee Structure

Financial Planning:Investment management only
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Location

1 World Trade, 57th Floor, New York, NY, 10007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel works as a Masterworks Platform Associate for Masterworks, LLC, an alternative investment platform, since September 2023. He dedicates a few hours per week to performing defined administrative functions for the platform.

Employment History
Current Registrations
Masterworks Advisers, LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Arete Wealth Advisors, LLC
May 2022 - June 2023 · 1 yr 1 mo
Arete Wealth Management, LLCBroker
May 2022 - February 2023 · 9 mos
Independent Brokerage Solutions LLCBroker
June 2021 - May 2022 · 11 mos
J.P. Morgan Securities LLCBroker
August 2018 - October 2019 · 1 yr 2 mos
Fidelity Brokerage Services LLCBroker
November 2017 - July 2018 · 8 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.