John E. Daley, AIF®

Senior Vice President
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 Business Economics and master’s degree in accounting from SUNY Albany. I hold the Series 7, 63 and 65 licenses, as well as Life and Health Insurance licenses.

I began my career in the financial services industry in 1998 at The World Trade Center as a currency option broker with Cantor-Fitzgerald. After returning to the Capital District, I joined my father, John P. Daley, at A.G. Edwards. I moved my business to UBS Financial Services in 2004 before joining Madison Wealth Managers.

I have served as an adjunct professor in The Lally School of Management and Technology at RPI and the MBA and Master’s of Tax Program at SUNY Albany. I also taught professional courses for the Chartered Financial Analyst and Certified Public Accountant designations.

Please check John's background on FINRA’s BrokerCheck