Patrick Delaney
Patrick Delaney is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Severna Park, MD, with 20 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
314 Ritchie Hwy, Severna Park, MD, 21146
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is a shareholder in Orange Genesee LLC, a real estate company, since 2021. He is also the President of M&D Financial Agency Inc., an insurance/benefits/human resources company, since 2007, taking about half of his time. Patrick will also be an IA for CIRA starting in 5/2025, taking about half of his time.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ibn Financial Services, INC
Ibn Financial Services, INC
Ibn Financial Services, INC.Broker
Hazard & Siegel, INC.Broker
State Registrations6 states
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.