Paul M. Delaney

CAPITAL ENDURANCE GROUP,

Cary, NC 27513

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CRD#: 4554283

Professional summary

Paul Matthew Delaney, CFP®, who also goes by Paul Delaney, is a registered financial advisor currently at CAPITAL ENDURANCE GROUP, INC located in Cary, North Carolina.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Paul has worked at 3 firms and has passed the Series 63, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Delaney

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.

Since 2010, owner of four (4) rental properties located in Ireland. Employ a property manager for on-site management duties. Handle all other management and administrative responsibilities including paying monthly bills, property taxes, etc. Dedicate about 2 hours per month to duties. Activities are not investment related and most responsibilities are handled outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Matthew 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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

February 6, 2017 - Present

CAPITAL ENDURANCE GROUP, INC

Office #1: 5000 Centre Green Way 5th Floor, Cary, NC 27513

RIA

CRD#: 284793

Cary, NC

Past

May 24, 2005 - November 21, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

September 24, 2002 - May 25, 2005

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

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".

CAPITAL ENDURANCE GROUP, INC

CRD#: 284793 / SEC#: 801-121743

RIA

Registered Investment Advisory firm - (7/12/2021 Approved)

Georgia

Registered Investment Advisory firm - (9/10/2025 Approved)

North Carolina

Registered Investment Advisory firm - (9/16/2025 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

North Carolina
(2/6/2017)

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: 9/26/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 1/31/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 9/23/2002

General Securities Representative Examination

Current Firm

CAPITAL ENDURANCE GROUP, INC

CRD#: 284793 / SEC#: 801-121743

RIA

Registered Investment Advisory firm - (7/12/2021 Approved)

Georgia

Registered Investment Advisory firm - (9/10/2025 Approved)

North Carolina

Registered Investment Advisory firm - (9/16/2025 Approved)

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Contact information

Main Address

5755 North Point Parkway Suite 20, Alpharetta, GA 30022

Mailing Address

Phone number

(470) 375-6663

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CEG FIRM BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts	290
AUM (Assets Under Management)	$ 84,492,813

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/10/2025	Cover Page	Report
01/23/2024	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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Paul M. Delaney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Matthew Delaney's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL ENDURANCE GROUP, INC

MORGAN STANLEY & CO. LLC

DEUTSCHE BANK SECURITIES INC.

Primary Firm SEC Registration

CAPITAL ENDURANCE GROUP, INC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/26/2002

Series 87

Date: 1/31/2005

Series 7

Date: 9/23/2002

Current Firm

CAPITAL ENDURANCE GROUP, INC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAPITAL ENDURANCE GROUP, INC

TRUST BUT VERIFY

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