Anthony D. Delane

HALBERT HARGROVE

BELLEVUE, WA 98004

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CRD#: 6396785

Professional summary

Anthony Dominic Delane, AIF®, CFP®, who also goes by Anthony Dominic Collins, is a registered financial advisor currently at HALBERT HARGROVE located in Bellevue, Washington.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Anthony has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Dominic Collins

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 Anthony Dominic Delane'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

June 8, 2016 - Present

HALBERT HARGROVE

Office #1: 10900 Ne 8th St Suite 1640, Bellevue, WA 98004

RIA

CRD#: 105515

BELLEVUE, WA

Past

February 11, 2016 - May 9, 2016

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SARASOTA, FL

Past

September 4, 2015 - May 9, 2016

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SARASOTA, FL

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".

HALBERT HARGROVE

FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE

CRD#: 105515 / SEC#: 801-33048

RIA

Registered Investment Advisory firm - (10/13/1988 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

California
(6/8/2016)

IAR

Texas
(5/7/2024)

IAR

Washington
(6/2/2022)

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 66

Date: 2/8/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/9/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/4/2015

General Securities Representative Examination

Current Firm

HALBERT HARGROVE

FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE

CRD#: 105515 / SEC#: 801-33048

RIA

Registered Investment Advisory firm - (10/13/1988 Approved)

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Contact information

Main Address

111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908

Mailing Address

P.o. Box 1070, Long Beach, CA 90801-9931

Phone number

(562) 435-5657

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,671
AUM (Assets Under Management)	$ 3,516,418,609

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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Anthony D. Delane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Dominic Delane's CRS (Customer Relationship Summary).

Certified licenses

Experience

HALBERT HARGROVE

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

HALBERT HARGROVE

State Registrations and Notice Filings

Exams

Series 66

Date: 2/8/2016

SIE

Date: 5/9/2016

Series 7

Date: 9/4/2015

Current Firm

HALBERT HARGROVE

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HALBERT HARGROVE

TRUST BUT VERIFY

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