Darren
Vilardo
Delta Investment Management, LLC
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About this Advisor
Darren Vilardo is a financial advisor operating in Prescott, Arizona who has 3 years of industry experience. Vilardo is an advisor for Delta Investment Management, LLC. Throughout their career, Vilardo has worked at Starfox Financial Services, LLC, Retirement Wealth Advisors, Inc, Inland Retirement Advisors, Foundation For Financial Education, Davinci Wealth, Rmspodcast.Com LLC and Delta Investment Management, LLC. Vilardo holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Arizona and Arkansas. Delta Investment Management, LLC is a registered investment business headquartered in San Francisco, CA. It has offices in 10 locations and a total of 24 employees. It controls $532 million in assets between its 1,978 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 1,978 customer accounts, just 9% belong to high-net-worth investors who have greater than $1 million in investable assets. The business provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees largely are based on the type of financial services offered. Fee types billed by Delta Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Delta Investment Management, LLC Brokerage Details
$531,721,525
24
1,978
$268,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Darren Vilardo Work History
Darren has been registered as a financial advisor for 3 years.*
Delta Investment Management, LLC
Rmspodcast.Com LLC
Retirement Wealth Advisors, Inc
Davinci Wealth
Starfox Financial Services, LLC
Foundation For Financial Education
Inland Retirement Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Darren Vilardo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Delta Investment Management, LLC
Durango, CO
San Francisco, CA
San Francisco, CA
San Francisco, CA
Greenville, SC
San Francisco, CA
Prescott, AZ
Prescott, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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