Joseph Delaney
Investment adviser representative at Cbiz Investment Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
$12.8BFirm assets
9 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Cbiz Investment Advisory Services, LLCApr 2026 to now
- Mutual of America Securities LLCOct 2023 to Mar 2026
- Nicholas ShultzApr 2022 to Aug 2025
- Northwestern Mutual Investment Services LLCApr 2022 to Aug 2025
- Samuel LaorenzaApr 2022 to Aug 2025
- UnemployedJan 2022 to Apr 2022
- LPL Financial LLCApr 2021 to Jan 2022
- The Capstone Planning GroupApr 2021 to Jan 2022
- UnemployedOct 2019 to Apr 2021
- Mutual of America Life Insurance CompanySep 2012 to Oct 2019
- Mutual of America Securities LLCSep 2012 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
Cbiz Investment Advisory Services, LLC
$12.8BAssets managed
2,850Clients
91Advisers
9 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
- 4939241
- Firm CRD
- 286002