Osaic Wealth
47yrs
Top advisor by experience in Rancho Santa Margarita
32yrs
Patrick Dailey
Full name on record: Patrick kevin Dailey
Financial advisor at Transamerica Financial Advisors
Patrick Dailey has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Rancho Santa Margarita, California. After two years at Claraphi Advisory Network and two years at Acorns, Patrick joined Transamerica Financial Advisors in 2019, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 20 advisors with offices in Rancho Santa Margarita, and one of 18 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 7% by experience at Transamerica Financial Advisors
OfficeRancho Santa Margarita, CA
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowTransamerica Financial Advisors, LLCCurrent firm
- Oct 2017 – Jun 2019Claraphi Advisory Network, LLCPreviously
- 2015 – 2017AcornsPreviously
- May 2013 – Dec 2014Northwestern Mutual Investment Services, LLCPreviously
- Jul 2012 – Jan 2013Cetera Wealth Services, LLCPreviously
- 2009 – 2012Western International Securities, Inc.Previously
- Jan 2007 – Oct 2008First Allied Securities, Inc.Previously
Contact Patrick
Rancho Santa Margarita, CAOffice · Get directions Firm main line(770) 248-3271Headquarters: Transamerica Financial Advisors · Philadelphia, PA LinkedIn pageTransamerica Financial AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Patrick Dailey. Patrick works from the Rancho Santa Margarita, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1994, about 32 years. Top 7% by experience at Transamerica Financial Advisors.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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