Brian Daly
Financial Advisor, Osaic Institutions, Inc.
A financial planning and private client banking veteran of over 12 years, Brian joined Rhinebeck Asset Management in Spring 2025 as an Osaic Institutions Financial Advisor. With his clients’ objectives, risk tolerance and time horizon in mind, Brian develops and implements prudent investment strategies for local individuals, families and businesses. He shares Rhinebeck Asset Management’s commitment to the community and client-centered approach, always prioritizing the well-being and financial success of his clients.
A Poughkeepsie resident, Brian holds Series 7 and 66 securities licenses, as well as a NYS Life & Health Insurance license. He is a 2005 graduate of the State University of New York at Oneonta and is currently enrolled in the College for Financial Planning, where he is working towards a master’s degree in financial planning.
When not working, Brian enjoys cooking, spending time outdoors and enjoying nature. He also cherishes spending time with family, providing him with balance and perspective that enhances his work as a financial advisor.