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David D
Series 63
New York, NY
Ameriprise
David Daly is a financial advisor with Ameriprise in Brooklyn, NY, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Daly manages his financial planning practice operations through a separate business entity, Mister Mellow Management LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support advisors in delivering these services.
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