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MD

Michael D. Delaney

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CRD#: 64366
MD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Dennis Delaney was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1970. Michael had worked at 16 firms and has passed the Series 63, Series 79, PC, Series 1 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 31, 2011 - July 27, 2012

GAR WOOD SECURITIES, LLC

BD
CRD#: 138033
NAPERVILLE, IL
Past

July 29, 2008 - February 13, 2009

FOX RIVER EXECUTION TECHNOLOGY, LLC

BD
CRD#: 133549
GENEVA, IL
Past

July 11, 2007 - July 1, 2008

CAPSTONE INVESTMENTS

BD
CRD#: 41400
CHICAGO, IL
Past

June 28, 2001 - May 18, 2007

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
CHICAGO, IL
Past

September 4, 1998 - June 29, 2001

SANDERS MORRIS LLC

BD
CRD#: 20580
HOUSTON, TX
Past

October 10, 1996 - July 31, 1998

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
NEW YORK, NY
Past

January 12, 1995 - August 23, 1996

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

November 3, 1989 - January 19, 1995

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

June 7, 1983 - October 17, 1989

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA
Past

February 27, 1980 - June 2, 1983

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
Past

January 27, 1978 - February 27, 1980

MORGAN STANLEY & CO., INCORPORATED

BD
CRD#: 5203
Past

April 3, 1975 - January 16, 1978

KUHN LOEB & CO. INCORPORATED

BD
CRD#: 2485
Past

April 3, 1975 - January 2, 1979

KUHN, LOEB & CO. INTERNATIONAL

BD
CRD#: 2486
Past

January 11, 1972 - February 21, 1975

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

November 15, 1971 - December 22, 1971

WOOLARD & COMPANY INCORPORATED

BD
CRD#: 906
Past

June 3, 1970 - December 3, 1971

CUTLER, YANTIS & CO.

BD
CRD#: 196

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 2/22/1978
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 5/22/1970
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 10/23/1995
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


GW
GAR WOOD SECURITIES, LLC
GAR WOOD SECURITIES, LLC | TOLEDOTRADE

CRD#: 138033 / SEC#: , 8-67143

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
1250 East Diehl Road Suite 115, Naperville, IL 60563
Mailing Address
1250 East Diehl Road Suite 115, Naperville, IL 60563
Phone number
(312) 566-0741
Established
Delaware since 02/20/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GERECKE, DENNIS ROBERTCLASS A MEMBER, EVP, COO, ROSFP1856554
JERSEY, ROBERT STANTONCEO, CLASS A MEMBER, SOLE MGR.1592359
ROETTGER, ANDREWCLASS B MEMBER7427489
JERSEY, RICHARD ANDREWCLASS B MEMBER8002945
DOOLEY, BRADFORD ROUTSIDE FINOP, PRIMARY FINANCIAL OFFICER, PRIMARY OPERATIONS OFFICER4308078
GANTAR, CRAIG MICHAELCLASS B MEMBER, SVP, SALES MANAGER3238628
GOUWENS, SHERRY LEECLASS B MEMBER , CHIEF ADMINISTRATIVE OFFICER4458617
JERSEY, ROBERT COLEMANCLASS B MEMBER, SVP - SENIOR RELATIONSHIP MGR5870086
TATTAS, MICHAEL CARLCLASS B MEMBER, CHIEF COMPLIANCE OFFICER4386824

Disclosures


Regulatory Event3

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.

Company Information


GAR WOOD SECURITIES, LLC

CRD#: 138033

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