Joseph Patrick Delaney

Employer firm

Robertson Stephens CRD 289977

$8.76B regulatory AUM 90 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Robertson Stephens

455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-10-03
TX	RA	APPROVED	2023-10-03

CA RA
APPROVED

Since 2023-10-03
TX RA
APPROVED

Since 2023-10-03

Branch Locations

Novato, CA • United States

455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lifeguard Wealth, Llc	San Rafael	CA	07/2012	09/2023
Robertson Stephens Wealth Management, Llc	San Francisco	CA	10/2023	Present

07/2012 → 09/2023

Lifeguard Wealth, Llc

San Rafael, CA
10/2023 → Present

Robertson Stephens Wealth Management, Llc

San Francisco, CA

Previous Registrations

2012-07-11 → 2023-10-16

Lifeguard Wealth, Llc

Novato, CA
2009-06-24 → 2012-07-09

Vista Wealth Management, Llc

Palo Alto, CA
2005-04-05 → 2009-01-06

Equius Partners, Inc.

Novato, CA

Tiburon, CA

Other Businesses

Joseph Patrick Delaney is a California Real Estate Broker. In the capacity of a real estate broker he is never serving any clients of Robertson Stephens Wealth Management, LLC.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-11-26

S65 Uniform Investment Adviser Law Examination

2003-11-26

Other Names

Joe Delaney

View on SEC IAPD