Thomas Richard Delaney
Investment adviser representative at Kestra Advisory Services, LLC
15 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
Are you Thomas Richard Delaney? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Kestra Advisory Services, LLCApr 2023 to now
- Kestra Investment Services, LLCApr 2023 to now
- Peter Elish Investments SecuritiesFeb 2023 to now
- Boston UniversityJan 2022 to now
- First Command Advisory ServicesDec 2015 to Dec 2022
- First Command Financial Services, Inc.May 2011 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 2222130
- Firm CRD
- 283330