Brian John Delany
Investment adviser representative at Oppenheimer & Co. Inc.
10 yearsExperience
2 statesRegistered in
$36.7BFirm assets
71 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Oppenheimer & Co. Inc.Jun 2026 to now
- UnemployedJan 2026 to May 2026
- Janney Montgomery Scott LLCApr 2024 to Dec 2025
- Keybanc Capital Markets Inc.Jun 2022 to Apr 2024
- Moreton Capital MarketsJan 2022 to Jun 2022
- N/aFeb 2020 to Jan 2022
- Morgan Stanley Private Bank, N.A.Jul 2018 to Feb 2020
- Morgan StanleyJun 2018 to Feb 2020
- Multi-bank Securities, Inc.Oct 2017 to Apr 2018
- Incapital LLCJul 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NY, UT).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2202379
- Firm CRD
- 249