UBS Financial Services
47yrs
Top 1% by experience in Atlanta
10yrs
Ryan Daly has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Atlanta, Georgia. Ryan has been with Openarc Corporate Advisory since 2025; before that, Ryan spent nine years at Merrill. Openarc Corporate Advisory offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office3550 Peachtree Road NE Floor 7, Atlanta, GA 30326
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.62 million
Advisors at the firm123
States licensed ?1 state
Services through Openarc Corporate Advisory
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- Oct 2025 – nowOpenarc Corporate Advisory, LLCCurrent firm
- 2016 – 2025MerrillPreviously
Contact Ryan
(844) 648-6001Openarc Corporate Advisory main office 3550 Peachtree Road NE Floor 7Atlanta, GA 30326Office · Get directions LinkedIn pageOpenarc Corporate Advisory
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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 Ryan
How do I contact Ryan?
Call Openarc Corporate Advisory at (844) 648-6001 and ask for Ryan Daly. Ryan works from the Atlanta, GA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Openarc Corporate Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan 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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