BD
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Brian Delany

13 Years of Experience
Cincinnati, OH
Broker

Brian Delany is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

221 East 4th Street, Atrium Building, Cincinnati, OH, 45202

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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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Other Business Activities

Brian is an advisory board member for the Sigma Chi Fraternity Alumni Association, a charitable organization. He dedicates minimal time to this role.

Employment History
Current Registrations
Morgan StanleyBroker
April 2025 - Present · 1 yr 1 mo
Morgan Stanley
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2014 - April 2025 · 11 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2013 - April 2025 · 11 yrs 4 mos
Banc of America Securities LLCBroker
August 2007 - February 2009 · 1 yr 6 mos
State Registrations25 states
AZCACODCFLGAIDILINKSKYMAMDMINCNVNYOHOKORSCTNTXVAWI
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.
Brian Delany - Financial Advisor | TrueAdvisor