Patriot Mullare Associates
47yrs
Top advisor by experience in Hingham
New
Conor Daly
Financial advisor at AE Wealth Management
Conor Daly is a fiduciary financial advisor in Hingham, Massachusetts, registered since Apr 2026. Conor joined AE Wealth Management in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 212 advisors with offices in Hingham, and one of 190 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office25 Recreation Park Dr Suite 200, Hingham, MA 02043
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$387,358
Advisors at the firm460
States licensed ?1 state
Services through AE Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowAE Wealth Management, LLCCurrent firm
Contact Conor
(866) 363-9595Firm headquarters in Topeka, KS. Ask for Conor. 25 Recreation Park Dr Suite 200Hingham, MA 02043Office · Get directions Facebook pageAE Wealth Management
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Conor
Tailored to Conor’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Conor
How do I contact Conor?
Call AE Wealth Management at (866) 363-9595 and ask for Conor Daly. Conor works from the Hingham, MA office.
How long has Conor been a financial advisor?
Conor is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does Conor hold?
Series 65. Tap any license on this page to see what it allows.
Is Conor a fiduciary?
Conor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Conor paid?
AE Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Conor 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.
Other advisors nearby
Merrill
45yrs
Top 1% by experience in Hingham
AFG Fiduciary Services
45yrs
Top 1% by experience in Hingham
LPL Financial
45yrs
Top 1% by experience in Massachusetts
Merrill
45yrs
Top 1% by experience in Massachusetts
Janney Montgomery Scott
43yrs
Top 2% by experience in Massachusetts