Bryan Keith Daly

Financial advisor at Royal Fund Management, LLC

Last updated 2026-10-10

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Bryan Keith Daly is a financial advisor at Royal Fund Management, LLC, CRD 2612992. Licenses and exams on the registration: Series 65. IAPD registration began 2016-07-21.

Registration

CRD number
2612992
Registration status
Active
IAPD registration
2016-07-21
Industry Experience
10 years
Work Experience
12 years
States registered
FL

Licenses and exams

  • Series 65

Designations

  • CFP®

Work history

  • 2013-12 to 2019-01 · Freedom Equity Group · Jupiter, FL
  • 2016-07 to 2018-12 · First Advisors National, LLC · Jupiter, FL
  • 2018-11 to Present · Royal Fund Management, LLC Dba New Life Financial Planning, LLC · The Villages, FL
  • 2021-06 to 2023-06 · Nationwide Mortgage Bankers · Melville, NY
  • 2019-01 to Present · Independent Insurance Agent - Self Employed · Jupiter, FL
  • 2023-06 to Present · Nexa Mortgage, LLC · Chandler, AZ
  • 2024-09 to Present · Estate Guru · Provo, UT

Current employment

SEC IAPD record for Bryan Keith Daly

Royal Fund Management, LLC

Regulatory AUM
$1,557,484,260
Registered advisors
83
Offices
90
Clients per advisor
59.8 (Moderate)
Average AUM per client
$313.6K (Low)
High-net-worth client ratio
7.6% (Low)

Royal Fund Management, LLC: advisors, services and reported ETF investments

About

Bryan Keith Daly is a CFP® financial advisor at Royal Fund Management, LLC. Reported securities licenses include Series 65. The latest record indicates 10 years of industry experience and 12 years of reported work history. Reported roles include Estate Guru, Nexa Mortgage, LLC, Independent Insurance Agent - Self Employed, Royal Fund Management, LLC Dba New Life Financial Planning, LLC, among others.

SEC disclosures list additional business and community activities: 1: 01/2019 independent licensed insurance agent; investment related; florida; life insurance _ 2; New life financial planning, llc dba is used for advisory services conducted through royal fund management.

Royal Fund Management, LLC's firm-level Form ADV reports 83 advisors across 90 offices; approximately 59.8 clients per advisor, average assets per client of $313,630, and regulatory AUM of $1.6B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Other Advisory Service.

PortfolioFuture's firm-level 13F analysis covers $524.1M across 85 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Bryan Keith Daly personally.

Reported ETF positions

Royal Fund Management reports 85 ETF positions worth $524.1M on Form 13F; the largest are listed.

Largest ETF positions reported by Royal Fund Management
FundReported value
QQQ — Invesco QQQ Trust, Series 1$42M
VOO — Vanguard S&P 500 ETF$40.9M
XBI — State Street SPDR S&P Biotech ETF$24.4M
SPY — SPDR S&P 500 ETF TRUST$22.8M
IVW — iShares S&P 500 Growth ETF$20.2M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Royal Fund Management, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Insurance Company or Agency

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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