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Anthony Daniel Delfre

Brown, Gibbons, Lang & Co. Securities, LLC

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About Anthony Daniel Delfre

Anthony Delfre is a securities professional with over 20 years of experience in the financial services industry. Anthony currently holds a Series 7, Series 63, and Series 66 license and is registered with Brown, Gibbons, Lang & Co. Securities, LLC in Ohio. Prior to joining Brown, Gibbons, Lang & Co. Securities, LLC, Anthony was employed by Potomac Securities, LLC, PRIM Securities, Incorporated, Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anthony has extensive knowledge and experience in the financial markets and is committed to providing his clients with personalized investment advice.

Firm Information

Anthony Delfre is currently registered with Brown, Gibbons, Lang & Co. Securities, LLC. Brown, Gibbons, Lang & Co. Securities, LLC is a Limited Liability Company formed in 2022 and approved in California, Colorado, Illinois, Kansas, Massachusetts, Minnesota, Nevada, New York, Ohio, Pennsylvania, Utah, and Washington. The firm is registered with the SEC and has a regulatory event disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

93

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Anthony Delfre’s Registration & Firm History

OH

02/29/2016 - Present

Brown, Gibbons, Lang & Co. Securities, LLC (CLEVELAND OH)

VA

01/18/2010 - 11/02/2010

POTOMAC SECURITIES, LLC (MCLEAN VA)

OH

02/27/1998 - 06/22/2007

PRIM SECURITIES, INCORPORATED (INDEPENDENCE OH)

NY

11/08/1996 - 02/12/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

12/11/1991 - 11/12/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/24/2010

Series 66 - Uniform Combined State Law Examination

IA

Issued 04/14/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Anthony Daniel Delfre. Review regulatory record here.
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