![Regan Delancey, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
Regan Delancey (CRD# 7181508) is an Investment Advisor Representative working at Morgan Stanley in Saratoga Springs, NY and has over 4 years of experience in the finance industry.
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CRD# 6091481
The Ayco Company, LP
![Anthony Accetta, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 5123632
Cetera Investment Advisers LLC
![Lawrence Agler, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 1476297
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Private Bank, N.a | New York, NY | Aug 2023 - Current | < 1 |
Morgan Stanley Smith Barney LLC | Saratoga Springs, NY | Jul 2023 - Current | 1 |
Bank Of America, N.a. | Saratoga Springs, NY | Dec 2019 - Jul 2023 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saratoga Springs, NY | Oct 2019 - Jul 2023 | 3 |
Throughbred Advisors | Latham, NY | Mar 2019 - Sep 2019 | < 1 |
Saratoga / Warren County School Districts | Saratoga Springs, NY | Nov 2018 - Apr 2019 | < 1 |
Extended Travel | Saratoga Springs, NY | Aug 2018 - Oct 2018 | < 1 |
Siena College | Loundonville, NY | Sep 2016 - Aug 2018 | 1 |
Siena College | Loudonville, NY | Jan 2017 - May 2018 | 1 |
Healthy Hart Fitness Center | Round Lake, NY | Jan 2015 - Sep 2016 | 1 |
Adirondack Community College | Queensbury, NY | Jan 2015 - Jan 2016 | 1 |
Hudson Valley Community College | Troy, NY | Sep 2014 - Jan 2015 | < 1 |
Unemployed | Saratoga Springs, NY | May 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- NY
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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