Robert
Delbuono

Money Concepts Capital Corp

CRD#1350183
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Robert Delbuono is a certified financial planner based out of Palm Beach Gardens, Florida with a total of 12 years of industry experience. Delbuono is an advisor for Money Concepts Capital Corp. The advisor has gained experience at Freedom Financial Services and Money Concepts Capital Corp. Delbuono has a Series 63 license, certifying them as a securities agent, and can serve investors in Connecticut. Money Concepts Capital Corp is a financial advisory business that has its headquarters in Palm Beach Gardens, FL. The investment advisory business has offices in 24 locations and a total of 429 advisors. It administers $3 billion in total assets between its 14,957 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 41 charities and foundations. Of its 14,957 customer accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets. The firm has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fees vary depending on which services the firm provides the client. Fee types billed by Money Concepts Capital Corp can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11440 North Jog Road
Palm Beach Gardens, FL 33418

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Money Concepts Capital Corp Brokerage Details

Total Assets Under Management

$2,644,047,829

FL Average: $1,855,561,029
Total Number of Employees

429

FL Average: 62
Total Number of Accounts

14,957

FL Average: 2,474
Average Account Size

$176,777

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Robert Delbuono Work History

Robert has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Money Concepts Capital Corp

1989 - Present (35 years)

Freedom Financial Services

*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 Robert Delbuono 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 Money Concepts Advisory Service

Christian Nelson
Palm Beach Gardens, FL
Jason Grosse
Saint Peters, MO
William Terry
Palm Beach Gardens, FL
John Gleason
Owensboro, KY
Daniel Nitsch
Saint Peters, MO
Nicole Burczyk
Palm Beach Gardens, FL
Brian Mccleskey
Palm Beach Gardens, FL
Helen Dao
Palm Beach Gardens, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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