Anthony
Deluca

Delta Advisory Group, Inc

CRD#7208553
Investment Advisor
in Maitland, FL

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About this Advisor

Anthony Deluca is a financial advisor working in Maitland, Florida with 1 year of industry experience. Deluca works at Delta Advisory Group, Inc. Throughout their career, they have worked at Lake Mary High School, University Of Albany, Florida Atlantic University, Masch Meyer, Junior Davis Construction, Delta Capital Management and Delta Advisory Group, Inc. Deluca holds a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Florida. Delta Advisory Group, Inc is a financial advisory business that has its headquarters in Maitland, FL. The company has a total of seven advisors. It oversees $154 million in total assets between its 882 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 882 customer accounts, just 12% are held by high-net-worth clients who have more than $1 million in assets available to invest. Delta Advisory Group, Inc offers a few services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Fees charged by financial advisors depend on the financial services. Fee types charged by Delta Advisory Group, Inc can consist of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

698 N Maitland Ave, Ste 201
Maitland, FL 32751

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Delta Advisory Group, Inc Brokerage Details

Total Assets Under Management

$153,628,041

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

7

FL Average: 62
Total Number of Accounts

882

FL Average: 2,474
Average Account Size

$174,181

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Anthony Deluca Work History

Anthony has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Delta Advisory Group, Inc

2019 - Present (5 years)

Delta Capital Management

2018 - 2018 (< 1 year)

Masch Meyer

2018 - 2019 (1 year)

Junior Davis Construction

2016 - 2018 (2 years)

Florida Atlantic University

2013 - 2016 (3 years)

University Of Albany

2009 - 2013 (4 years)

Lake Mary High School

*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 Anthony Deluca 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 Advisory Group, Inc

Alexander Petsos
Maitland, FL
Roy Miranda
Maitland, FL
Anthony Deluca
Maitland, FL
Donald Nestor
Maitland, FL
Charles Smith
Maitland, 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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