Michael Delehanty
CRD Number: 1523621Current Firm: Berthel Fisher & Company Financial Services, Inc.
Michael Delehanty (CRD# 1523621) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Titusville, NJ and has over 37 years of experience in the finance industry. Michael Delehanty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Marion, IA | Mar 2003 - Current | 21 |
| Wagesavers, LLC | Princeton, NJ | Mar 2004 - Jan 2015 | 10 |
| Delehanty Investment Advisors | Princeton, NJ | Sep 1990 - Sep 2014 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1986 |
- NJ
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Total Assets Under Management742MILLIONS
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Total Number of Accounts3,481ACCOUNTS
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Average Account Value$213,220
- A percentage of assets under your management
- Hourly charges
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AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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