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Vice President · Weber Asset Management, Inc.

Kathleen M Daly

CRD 6021539 · Named on Form ADV at one SEC-registered adviser

At a glance

Weber Asset Management, Inc., an SEC-registered wealth manager based in Lake Success, NY with $652 million in regulatory assets, lists Kathleen M Daly on its Form ADV as Vice President.

Firms and roles

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Kathleen’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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