Unclaimed Profile

Daniel Philip Delany

GENEVA ADVISORS, LLC·CHICAGO, Illinois

SIE, Series 6, Series 7, Series 63CFAClean record20 years registeredGENEVA ADVISORS, LLC

181 W. MADISON ST, CHICAGO, IL 60602-4690CRD# 2403887Firm CRD# 121629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Philip Delany · CHICAGO, IL

Registration

CRD #2403887 · GENEVA ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CIBC PRIVATE WEALTH ADVISORS, INC.

Nov 2017 – present

GENEVA ADVISORS, LLC

Dec 2013 – Sep 2017

CHICAGO, IL

OAK RIDGE INVESTMENTS, LLC

Jun 2006 – Jan 2012

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · June 9, 2006

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENEVA ADVISORS, LLC

CRD 121629 · SEC 801-61890

AUM

$7.9B

Regulatory assets under management

Employees

101

14,090 client accounts

Services offered by GENEVA ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at GENEVA ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Philip Delany offer?

Daniel Philip Delany specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Daniel Philip Delany's credentials?

Daniel Philip Delany holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Philip Delany located?

Daniel Philip Delany is based in CHICAGO, Illinois, working with GENEVA ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Daniel Philip Delany charge for services?

Daniel Philip Delany's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENEVA ADVISORS, LLC?

GENEVA ADVISORS, LLC has approximately 101 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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