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Allison Daly

Senior Director and Chief Compliance Officer at Clearbrook Investment Consulting

Officer recordForm ADV filed 31 March 2026

Allison Daly is Senior Director and Chief Compliance Officer of Clearbrook Investment Consulting LLC, a New York investment adviser.

Career

Allison Daly has been Senior Director and Chief Compliance Officer of Clearbrook Investment Consulting since March 2025. Allison Daly is a control person of the firm and directly owns under 5% of it.

Clearbrook Investment Consulting LLC is a New York, NY firm with $13.7B under management, 1 client and 6 advisers in one office, as of its March 2026 filing.

Clearbrook identifies Allison Daly as its chief compliance officer and describes her background in legal work, business development and marketing.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Allison Daly is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Allison Daly
CRD
8068564
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Allison Daly work?

Allison Daly has been Senior Director and Chief Compliance Officer of Clearbrook Investment Consulting LLC since March 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Clearbrook Investment Consulting

Sources

  1. IAPD individual lookup, CRD 8068564. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Clearbrook Investment Consulting LLC, filed 31 March 2026. Title, control and ownership bands.
  3. Clearbrook Investment Consulting team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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