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Charles Daley

Vice President, Chief Financial Officer and Treasurer at Artisan Partners Limited Partnership

No current adviser or broker registrationSEC record checked 17 October 2026

0
Past adviser firms
3
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Charles Daley is Vice President, Chief Financial Officer and Treasurer of Artisan Partners Limited Partnership, a Milwaukee investment adviser managing $184B. Charles Daley has passed the Series 27, Series 99TO and SIE.

Role at Artisan Partners Limited Partnership

Title on Schedule A
Vice President, Chief Financial Officer and Treasurer
Control
Charles Daley is a control person of Artisan Partners Limited Partnership.
Ownership
An individual ownership band is not available in the source record.
Tenure
Charles Daley has held the filed role since April 2013.

The firm

Artisan Partners Limited Partnership
Milwaukee, WI

Form ADV filed 31 August 2026

$184B AUM249 clients114 advisers17 offices

Career on record

Firms and exams, newest first
  1. Passed Series 99TO and SIE · 2023
  2. Passed Series 27 · 2001

Registrations and exams

No current adviser or broker registration. Charles Daley has passed 3 qualifying exams.

Examinations

Series 276 September 2001
Name
Financial and Operations Principal Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE2 January 2023
Name
Securities Industry Essentials Examination

Individual record

Full name
Charles James Daley
CRD
1808224
Firm
Artisan Partners Limited Partnership
Registration status
No current adviser or broker registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Charles Daley work?

Charles Daley has been Vice President, Chief Financial Officer and Treasurer of Artisan Partners Limited Partnership since April 2013, and is a control person of the firm.

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

Does Charles Daley have a current investment-adviser registration?

Charles Daley has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Charles Daley passed?

Charles Daley has passed 3 licensing exams: the Series 27, Series 99TO and SIE. The earliest, the Series 27, was passed in September 2001.

Source: IAPD individual record, checked 17 October 2026

Leadership at Artisan Partners Limited Partnership

Sources

  1. IAPD individual record, CRD 1808224. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Artisan Partners Limited Partnership, filed 31 August 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Charles Daley or Artisan Partners Limited Partnership and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.