Edwin
Barretto
Delta Investment Management, LLC
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About this Advisor
Edwin Barretto is a financial advisor operating out of San Francisco, California with a total of 4 years of relevant experience. Barretto is currently employed by Delta Investment Management, LLC. Throughout their career, Barretto has worked at Btig, LLC, Stifel Nicolaus & Co Inc and Delta Investment Management, LLC. Barretto holds a Series 63 license, designating them as a securities representative, and is able to advise clients in California. Delta Investment Management, LLC is a registered investment firm operating out of San Francisco, CA. It has offices in 10 locations and a total of 24 financial advisors. It controls $532 million in total assets across its 1,978 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,978 client accounts, just 9% belong to high-net-worth investors who have at least $1 million in investable assets. Delta Investment Management, LLC has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually are based on which services the firm provides the client. However, fees charged 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
Edwin Barretto Work History
Edwin has been registered as a financial advisor for 4 years.*
Delta Investment Management, LLC
Stifel Nicolaus & Co Inc
Btig, LLC
*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 Edwin Barretto 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
San Francisco, CA
Durango, CO
San Francisco, CA
San Francisco, CA
San Francisco, CA
Prescott, AZ
Greenville, SC
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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