Chief Legal Officer · Vestmark Advisory Solutions, Inc.
Conor W Daly
CRD 8245651 · Named on Form ADV at one SEC-registered adviser
At a glance
Vestmark Advisory Solutions, Inc., an SEC-registered wealth manager based in Wakefield, MA with $49.9 billion in regulatory assets, lists Conor W Daly on its Form ADV as Chief Legal Officer, a control person.
Firms and roles
- Vestmark Advisory Solutions, Inc.Chief Legal OfficerWealth manager · Wakefield, MA · $50B in regulatory assets
AtlasMembers
Conor’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
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Sennet I. RubinVice President, Vestmark Advisory Solutions, Inc.
- Denise M. AdamczykChief Compliance Officer, Vestmark Advisory Solutions, Inc.
- Robert G. BattistaSenior Vice President/managing Director, Vestmark Advisory Solutions, Inc.
- Maral P BoyadjianSVP, Head of Portfolio Management, Vestmark Advisory Solutions, Inc.
- Angela W. GingrasVice President, Advisory Operations, Vestmark Advisory Solutions, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Conor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.