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Trustee · Lifestyle Freedom Advisory Group, LLC

Beverly H. Daley

CRD 8134925 · Named on Form ADV at one SEC-registered adviser

At a glance

Lifestyle Freedom Advisory Group, LLC, an SEC-registered wealth manager based in Bradenton, FL with $157 million in regulatory assets, lists Beverly H. Daley on its Form ADV as Trustee, a control person.

Firms and roles

AtlasMembers

Beverly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Timothy H. DaleyChief Operations Officer, Lifestyle Freedom Advisory Group, LLC
  • John R. DaleyChief Compliance Officer, Lifestyle Freedom Advisory Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Beverly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.