Role at Oxford Financial Group
- Title on Schedule A
- Chief Wealth Planning Officer
- Control
- Russell Delibero is a control person of Oxford Financial Group.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Russell Delibero has held the filed role since November 2025.
The firm
Form ADV filed 9 July 2026
Career on record
Russell Delibero has been registered through Oxford Financial Group since October 2025, and before that through Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mml Investors Services, Inc. and Prudential Financial Planning Services.
- Oxford Financial Group, LtdCurrent– present · 1 yearAtlanta, GA · Adviser representative · Firm CRD 105303
- Passed SIE · 2018
- Goldman Sachs Wealth Services, L.p.– · 11 yearsMarietta, GA · Adviser representative · Firm CRD 106693
- Passed Series 24 · 2013
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsPennington, NJ · Adviser representative · Firm CRD 7691
- Passed Series 7 · 2011
- Mml Investors Services, Inc.– · 2 yearsClifton, NJ · Adviser representative · Firm CRD 10409
- Prudential Financial Planning Services– · 1 yearEast Hanover, NJ · Adviser representative · Firm CRD 5685
- Passed Series 6, Series 63 and Series 65 · 2007
Registrations and exams
Russell Delibero has a current investment-adviser registration in Georgia and Indiana and has passed 6 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Georgia | Investment adviser representative | Approved | 4 November 2025 |
| Indiana | Investment adviser representative | Approved | 31 October 2025 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 August 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 August 2007 |
| Series 24 | General Securities Principal Examination | 27 August 2013 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 30 January 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 July 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Russell George Delibero
- CRD
- 5393165
- Registration status
- Investment adviser registration
- Office
- One Buckhead Plaza, 3060 Peachtree Rd NW, Suite 470, Atlanta, GA 30305
- Firm bio
- ofgltd.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Oxford identifies Russell “Russ” G. DeLibero as Chief Wealth Planning Officer and a member of its Senior Leadership Team. Before Oxford, he held wealth-planning roles at Goldman Sachs and Merrill Lynch. Official firm biography
Education
- He earned a BS in finance from Rutgers University, an MS in financial services and a PhD in financial and retirement planning from The American College.Official firm biography
Common questions
Where does Russell Delibero work?
Russell Delibero has been Chief Wealth Planning Officer of Oxford Financial Group, LTD. LLC since November 2025, and is a control person of the firm.
Is Russell Delibero a financial advisor?
Yes. Russell Delibero has a current investment-adviser registration in Georgia and Indiana, through Oxford Financial Group since October 2025, as of 18 October 2026.
How many years of experience does Russell Delibero have?
Russell Delibero has worked in the financial industry for 19 years as of 18 October 2026, counted from 27 September 2007, across 5 adviser firms.
What exams has Russell Delibero passed?
Russell Delibero has passed 6 licensing exams: the Series 6, Series 63, Series 65, Series 7, Series 24 and SIE. The earliest, the Series 6, was passed in July 2007.
Where did Russell Delibero work before Oxford Financial Group?
Before Oxford Financial Group, Russell Delibero was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, August 2011 to June 2014; Mml Investors Services, Inc., April 2008 to October 2009; Prudential Financial Planning Services, September 2007 to March 2008.
Where is Russell Delibero based?
Russell Delibero’s registered office is in Atlanta, GA.
Leadership at Oxford Financial Group
- Jeffrey ThomassonChief Executive Officer, Chairman of the Board
- Brian CopseyChief Financial Officer
- Melia KrummChief Compliance Officer
- Kristina BaronCo-Managing Partner, Corporate Director
- Jarret BlumChief Development Officer
- Charles CarterCorporate Director
- Charles DavisCorporate Director
- Daniel FordCorporate Director
- Sue McMillenChief Talent Officer
- Alexandra NeffChief Marketing Officer
- Jared NishidaCorporate Director
- Robert RamseyChief Investment Officer, Co- Managing Partner, Corporate Director