Frank
Delia

Truist Advisory Services, Inc

CRD#2430993
Investment Advisor
in Orlando, FL

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About this Advisor

Frank Delia is a financial advisor operating in Orlando, Florida who has 7 years of industry experience. Delia is an employee of Truist Advisory Services, Inc. Over the course of their career, Delia has held roles at Suntrust Bank, Suntrust Advisory Services and Suntrust Investment Services, Inc. Delia holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to advise clients in Florida and Texas. Truist Advisory Services, Inc is a firm based in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 advisors. It oversees $53 billion in total assets among its 125,600 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 85 charitable organizations. Of its 125,600 accounts, just 12% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial management usually are based on the type of financial services provided. Fee types billed by Truist Advisory Services, Inc may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7455 Chancellor Drive Suite - Cac South
Orlando, FL 32809

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

FL Average: $3,570,121,308
Total Number of Employees

2,842

FL Average: 58
Total Number of Accounts

125,600

FL Average: 1,608
Average Account Size

$423,328

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Frank Delia Work History

Frank has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Suntrust Advisory Services

2015 - Present (9 years)

Suntrust Investment Services, Inc

2006 - 2015 (9 years)

Suntrust Investment Services, Inc

2005 - 2015 (10 years)

Suntrust Bank

*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 Frank Delia 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 Truist Advisory Services, Inc

Bridget Doane
Williamsburg, VA
Samson Orina
Atlanta, GA
Megan Childress
Richmond, VA
Staci Goins
Myrtle Beach, SC
Timothy Mann
Charlotte, NC
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Michael Nagy
Altamonte Springs, 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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