James P. Daley, AIF®

Managing Director
Clifton Park Office

I earned the Accredited Investment Fiduciary® designation through the Center for Fiduciary Studies at the Katz Graduate School of Business. I received my bachelor’s degree in finance from Siena College and a Master’s of Business Administration from SUNY Albany.

I hold the Series 7 and 66 licenses, as well as Life and Health Insurance licenses.

I focus on individual and group retirement planning with a specialization in fiduciary investing standards. In addition, I have a thorough knowledge of fiduciary responsibility and the Global Fiduciary Standard of Excellence. I bring the highest level of professionalism and expertise to investment stewards and individual investors.

Please check James' background on FINRA’s BrokerCheck