Aidan Brian Delaney
Investment adviser representative at Principal Advised Services
12 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Principal Advised ServicesApr 2026 to now
- Principal BankApr 2026 to now
- Principal Life Insurance CompanyApr 2026 to now
- Principal Securities, Inc.Feb 2026 to now
- Associate StaffingJan 2026 to Apr 2026
- UnemployedMay 2025 to Dec 2025
- Elon UniversityAug 2021 to May 2025
- Reds Best (seasonal)Jun 2021 to Aug 2024
- Goldfish Swim SchoolNov 2018 to May 2019
- StudentSep 2017 to Jun 2021
- Brown Middle SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IA, NC).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 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
- 8205582
- Firm CRD
- 297324