Russell G. Delibero

OXFORD FINANCIAL GROUP, LTD

Atlanta, GA 30305

CRD#: 5393165

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Professional summary

Russell George Delibero, CFP®, ChFC®, CLU®, who also goes by Russell Delibero, is a registered financial advisor currently at OXFORD FINANCIAL GROUP, LTD located in Atlanta, Georgia.

Russell is registered as an IAR (Investment Advisor 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 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell George Delibero'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

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

October 31, 2025 - Present

OXFORD FINANCIAL GROUP, LTD

Office #1: One Buckhead Plaza 3060 Peachtree Rd Nw Suite 470, Atlanta, GA, 30305

RIA

CRD#: 105303

Atlanta, GA

Past

July 23, 2014 - November 10, 2025

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

MARIETTA, GA

Past

June 17, 2014 - November 10, 2025

MERCER ALLIED COMPANY, L.P.

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

CRD#: 7691

NEW YORK, NY

Past

November 17, 2009 - January 14, 2011

CHASE INVESTMENT SERVICES CORP.

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

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.

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".

OXFORD FINANCIAL GROUP, LTD

CRD#: 105303 / SEC#: 801-20692

RIA

Registered Investment Advisory firm - (2/7/1984 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

Georgia
(11/4/2025)

IAR

Indiana
(10/31/2025)

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

IAR

Series 65

Date: 8/27/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/3/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/30/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/28/2007

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/27/2013

General Securities Principal Examination

Current Firm

OXFORD FINANCIAL GROUP, LTD

CRD#: 105303 / SEC#: 801-20692

RIA

Registered Investment Advisory firm - (2/7/1984 Approved)

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Contact information

Main Address

11711 North Meridian Street Suite 600, Carmel, IN 46032

Mailing Address

P. O. Box 80238, Indianapolis, IN 46280-0238

Phone number

(317) 843-5678

Established

Firm type

Fiscal year end

# of Employees

154

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OXFORD FINANCIAL GROUP LTD. FORM ADV PART 2A JUNE 2025 (6/25/2025)

Regulatory assets under management

Total Number of Accounts	6,467
AUM (Assets Under Management)	$ 19,650,381,670

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2026	Cover Page	Report
04/16/2025	Cover Page	Report
03/28/2025	Cover Page	Report
03/15/2024	Cover Page	Report
03/24/2023	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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Advisor Monitoring

Firm Stability Insights

Russell G. Delibero

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell George Delibero's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHASE INVESTMENT SERVICES CORP.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

OXFORD FINANCIAL GROUP, LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2007

Series 63

Date: 8/3/2007

SIE

Date: 10/1/2018

Series 7

Date: 1/30/2011

Series 6

Date: 7/28/2007

Series 24

Date: 8/27/2013

Current Firm

OXFORD FINANCIAL GROUP, LTD

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

OXFORD FINANCIAL GROUP, LTD

TRUST BUT VERIFY

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