RD
Russell Delibero
GOLDMAN SACHS WEALTH SERVICES, L.P.
MARIETTA, GA
Some features on this profile are disabled
CRD#: 5393165
RD
Professional summary
Russell Delibero, CFP®, ChFC®, CLU®, who also goes by Russell George Delibero, is a registered financial advisor currently at GOLDMAN SACHS WEALTH SERVICES, L.P. located in Marietta, Georgia and OXFORD FINANCIAL GROUP, LTD located in Atlanta, Georgia.
Russell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Russell has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Russell George Delibero
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.
Professor at The American College of Financial Services, an educational institution. Activity will take place from Atlanta, GA. Organization is not primarily engaged in investment-related activity. Start Date: 07/2022. Ten hours per month. Duties include lecturing in the organization's graduate program.
CRS (Client Relationship Summary) - RIA
Click below to view Russell Delibero's 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®
Experience
Current
July 23, 2014 - Present
GOLDMAN SACHS WEALTH SERVICES, L.P.
RIA
CRD#: 106693
MARIETTA, GA
Current
October 31, 2025 - Present
OXFORD FINANCIAL GROUP, LTD
Office #1: One Buckhead Plaza 3060 Peachtree Rd Nw Suite 470, Atlanta, GA, 30305RIA
CRD#: 105303
Atlanta, GA
Current
June 17, 2014 - Present
MERCER ALLIED COMPANY, L.P.
Office #1: 3550 Peachtree Road Suite 1000, Atlanta, GA 30326BD
CRD#: 37404
Atlanta, GA
Past
August 4, 2011 - June 9, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
January 24, 2011 - June 9, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
November 17, 2009 - January 14, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
MORRIS PLAINS, NJ
Past
April 8, 2008 - October 10, 2009
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
CLIFTON, NJ
Past
April 8, 2008 - October 10, 2009
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CLIFTON, NJ
Past
September 4, 2007 - March 31, 2008
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
EAST HANOVER, NJ
Past
July 30, 2007 - March 31, 2008
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
EAST HANOVER, NJ
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".
GS
GOLDMAN SACHS WEALTH SERVICES, L.P.
GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT | THE AYCO COMPANY,L.P. | THE AYCO COMPANY, L.P. | GOLDMAN SACHS WEALTH SERVICES, L.P.
CRD#: 106693 / SEC#: 801-48238
RIA
Registered Investment Advisory firm - (12/9/1994 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/17/2014)
RR
Alaska(6/17/2014)
RR
Arizona(6/17/2014)
RR
Arkansas(6/17/2014)
RR
California(6/17/2014)
RR
Colorado(6/17/2014)
RR
Connecticut(6/17/2014)
RR
Delaware(6/17/2014)
RR
District of Columbia(6/17/2014)
RR
Florida(6/17/2014)
RR
Georgia(6/17/2014)
IAR
Georgia(7/23/2014)
RR
Hawaii(6/17/2014)
RR
Idaho(6/17/2014)
RR
Illinois(6/17/2014)
RR
Indiana(6/17/2014)
IAR
Indiana(10/31/2025)
RR
Iowa(6/17/2014)
RR
Kansas(6/17/2014)
RR
Kentucky(6/17/2014)
RR
Louisiana(6/17/2014)
RR
Maine(6/17/2014)
RR
Maryland(6/17/2014)
RR
Massachusetts(6/17/2014)
RR
Michigan(6/17/2014)
RR
Minnesota(6/17/2014)
RR
Mississippi(6/17/2014)
RR
Missouri(6/17/2014)
RR
Montana(6/17/2014)
RR
Nebraska(6/17/2014)
RR
Nevada(6/17/2014)
RR
New Hampshire(6/17/2014)
RR
New Jersey(6/17/2014)
RR
New Mexico(6/17/2014)
RR
New York(6/17/2014)
RR
North Carolina(6/17/2014)
RR
North Dakota(6/17/2014)
RR
Ohio(6/17/2014)
RR
Oklahoma(6/17/2014)
RR
Oregon(6/17/2014)
RR
Pennsylvania(6/17/2014)
RR
Rhode Island(6/17/2014)
RR
South Carolina(6/17/2014)
RR
South Dakota(6/17/2014)
RR
Tennessee(6/17/2014)
RR
Texas(6/17/2014)
RR
Utah(6/17/2014)
RR
Vermont(6/17/2014)
RR
Virginia(6/17/2014)
RR
Washington(6/17/2014)
RR
West Virginia(6/17/2014)
RR
Wisconsin(6/17/2014)
RR
Wyoming(6/17/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GOLDMAN SACHS WEALTH SERVICES, L.P.
GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT | THE AYCO COMPANY,L.P. | THE AYCO COMPANY, L.P. | GOLDMAN SACHS WEALTH SERVICES, L.P.
CRD#: 106693 / SEC#: 801-48238
RIA
Registered Investment Advisory firm - (12/9/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Coliseum Drive, Cohoes, NY 12047
Mailing Address
P.o. Box 15201, Albany, NY 12212
Phone number
(518) 886-4000
Established
Firm type
Fiscal year end
# of Employees
1,809
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 33,477 |
| AUM (Assets Under Management) | $ 25,958,285,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 09/25/2024 | ||
| 11/17/2023 | ||
| 01/26/2023 |
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.
