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Bradford Delanoy

33 Years of Experience
Boca Raton, FL
Broker

Bradford Delanoy is a registered investment advisor at LPL Financial LLC, based in Boca Raton, FL, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

3837 NW Boca Raton Blvd #100, Boca Raton, FL, 33431

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
LPL Financial LLCBroker
April 2020 - Present · 6 yrs 1 mo
LPL Financial LLC
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2009 - April 2020 · 10 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2020 · 10 yrs 10 mos
Citigroup Global Markets INC.
January 2003 - June 2009 · 6 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2003 - June 2009 · 6 yrs 5 mos
Morgan Stanley
June 1992 - January 2003 · 10 yrs 7 mos
Morgan Stanley Dw INC.Broker
June 1992 - January 2003 · 10 yrs 7 mos
State Registrations18 states
ALCACODCFLMAMDMINCNHNYPAPRSCSDTXUTWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.