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Michael John Delaney

Northbrook Financial

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About Michael John Delaney

Michael Delaney is a financial advisor with over 10 years of experience in the industry. Michael is currently registered with Northbrook Financial, and is also a Certified Financial Planner and Chartered Financial Consultant. Michael specializes in providing financial planning, investment management, and portfolio management services to individuals and families. He is also a member of Northbrook Tax, LLC, which provides tax planning and preparation services. Michael's previous employers include Securian Financial Services, Inc. and Brown Advisory Securities, LLC. He is committed to providing his clients with personalized, high-quality financial advice.

Firm Information

Michael Delaney is currently registered with Northbrook Financial. Northbrook Financial is a financial advisory firm with $69.12 million in regulatory assets under management. They offer financial planning, portfolio management for individuals, selection of other advisors, and educational seminars. They primarily serve individuals, including high-net-worth individuals, and pension and profit-sharing plans.

$69.12M

Assets Under Management

Not reported

Total Clients

2

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 individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management on held away assets

Portfolio management on held away assets

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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Michael Delaney’s Registration & Firm History

MD

08/08/2022 - Present

Northbrook Financial (BALTIMORE MD)

MD

06/20/2018 - 05/21/2020

SECURIAN FINANCIAL SERVICES, INC. (Towson MD)

MD

07/14/2011 - 06/14/2018

BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)

NY

07/16/2007 - 08/20/2007

STEPHEN M. FERRETTI, INC. (NEW YORK NY)

NY

07/05/2005 - 08/05/2005

STEPHEN M. FERRETTI, INC. (NEW YORK NY)

NY

08/02/2004 - 08/16/2004

STEPHEN M. FERRETTI, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/23/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael John Delaney.
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