Barbara Delaney, financial advisor Pearl River NY
93 score

Barbara Delaney

CRD Number: 1380247
Current Firm: Global Retirement Partners LLC

Barbara Delaney (CRD# 1380247) is an Investment Advisor Representative working at Global Retirement Partners LLC in Pearl River, NY and has over 27 years of experience in the finance industry.

Similar Advisors
John Bartlett, financial advisor Pearl River NY
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
Similar Advisors
Danna Jacobs, financial advisor Pearl River NY
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
Similar Advisors
Gary Matthews, financial advisor Pearl River NY
Gary R. Matthews
CRD# 4276969
SRI Investing
Score
107
Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Apr 2015 - Current 1
Lpl Financial LLC Pearl River, NY Nov 2010 - Current 6
Independent Financial Partners Pearl River, NY Nov 2010 - Apr 2015 4
Nrp Financial, Inc. Bryan, OH Aug 2007 - Nov 2010 3
Ffoa Pearl River, NY Jan 2000 - Nov 2010 10
Connecticut Mutual Life Ins. Company Roseland, NJ Jul 1989 - Nov 2010 21
Mml Investors Services, Inc. Wayne, NJ Mar 1996 - Aug 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S65 NASAA Investment Advisors Law Examination Feb 2010
Contact Info for Barbara J. Delaney
Phone Number: 415-526-2751
Registered State(s):
  • DC
  • IL
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    18,102
    MILLIONS
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $5,800,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Barbara Delaney and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.