John B. Delaney

BIRCH RUN INVESTMENTS

Exton, PA 19341

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CRD#: 2013747

Professional summary

John Bolton Delaney is a registered financial advisor currently at BIRCH RUN INVESTMENTS, LLC located in Exton, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. John has worked at 5 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Bolton Delaney's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 8, 2023 - Present

BIRCH RUN INVESTMENTS, LLC

Office #1: 211 Welsh Pool Road Suite 234, Exton, PA 19341

RIA

CRD#: 285285

Exton, PA

Past

September 26, 2018 - December 31, 2022

THE SWARTHMORE GROUP, INC.

RIA

CRD#: 107056

PHILADELPHIA, PA

Past

July 9, 1998 - March 20, 2001

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Past

July 20, 1992 - April 15, 1997

FAIRFIELD GROUP, INC.

CRD#: 14671

BALTIMORE, MD

Past

January 23, 1990 - June 4, 1992

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BIRCH RUN INVESTMENTS, LLC

CRD#: 285285 / SEC#: 801-108422

RIA

Registered Investment Advisory firm - (10/4/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/8/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/8/1992

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/2/1992

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 1/20/1990

General Securities Representative Examination

Current Firm

BIRCH RUN INVESTMENTS, LLC

CRD#: 285285 / SEC#: 801-108422

RIA

Registered Investment Advisory firm - (10/4/2016 Approved)

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Contact information

Main Address

211 Welsh Pool Road Suite 234, Exton, PA 19341

Mailing Address

Phone number

(610) 321-3453

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIRCH RUN INVESTMENTS, LLC PART 2 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 333,819,968

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/19/2023	Cover Page	Report
01/17/2023	Cover Page	Report
10/10/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John B. Delaney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Bolton Delaney's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE SWARTHMORE GROUP, INC.

SEI INVESTMENTS DISTRIBUTION CO.

FAIRFIELD GROUP, INC.

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

BIRCH RUN INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/8/1992

Series 65

Date: 4/2/1992

Series 7

Date: 1/20/1990

Current Firm

BIRCH RUN INVESTMENTS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BIRCH RUN INVESTMENTS, LLC

TRUST BUT VERIFY

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