Brian Daniel Deloriea
Investment adviser representative at Impact Investors
11 yearsExperience
2 statesRegistered in
CFADesignation
$318.2MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Impact Investors, Inc.Apr 2025 to now
- State Universities Retirement System of IllinoisSep 2015 to Mar 2025
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
Impact Investors
Legal name: Impact Investors, Inc.
$318.2MAssets managed
240Clients
3Advisers
6 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
- 5230337
- Firm CRD
- 289028