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Anthony Dominic Delane

Halbert Hargrove

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About Anthony Dominic Delane

Anthony Dominic Delane is a financial advisor at Halbert Hargrove. Anthony Delane has been a financial advisor since 2015 and holds a Certified Financial Planner designation. Anthony Delane specializes in providing financial advice and investment management for high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Anthony Delane is registered with the state of California, Texas, and Washington. Anthony Delane is also registered with FINRA and the SEC. Anthony Delane's experience and expertise make Anthony Delane a valuable resource for individuals and families seeking to achieve their financial goals.

Firm Information

Anthony Delane is currently registered with Halbert Hargrove. Halbert Hargrove is an investment advisor based in LONG BEACH, CA. The firm provides investment consulting and financial planning services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Halbert Hargrove manages approximately $3.16 billion in assets, including discretionary and non-discretionary accounts. They also offer educational seminars, publish periodicals, and select other advisors.
Halbert Hargrove

111 WEST OCEAN BOULEVARD

LONG BEACH, CA 90802-7908

$3.16B

Assets Under Management

3

Total Clients

34

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Delane’s Registration & Firm History

CA

06/02/2022 - Present

Halbert Hargrove (LONG BEACH CA)

FL

09/04/2015 - 05/09/2016

UBS FINANCIAL SERVICES INC. (SARASOTA FL)

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Licenses & Designations

BOTH

Issued 02/08/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Dominic Delane.
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