Roy
Miranda
Delta Advisory Group, Inc
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About this Advisor
Roy Miranda is a financial advisor who works out of Maitland, Florida with 13 years of relevant experience. Miranda is on the advisory team at Delta Advisory Group, Inc. During their career, Miranda has held roles at Delta Advisory Group, Inc, Delta Capital Management, LLC and Delta Insurance Group, LLC. Miranda maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Delta Advisory Group, Inc is an advisory firm that has its headquarters in Maitland, FL. The company has a total of seven advisors. It has $154 million in total assets between its 882 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 882 customer accounts, just 12% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs 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. However, fees billed by Delta Advisory Group, Inc most likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Delta Advisory Group, Inc Brokerage Details
$153,628,041
7
882
$174,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Roy Miranda Work History
Roy has been registered as a financial advisor for 13 years.*
Delta Advisory Group, Inc
Delta Capital Management, LLC
Delta Insurance Group, 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 Roy Miranda 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
Maitland, FL
Maitland, FL
Maitland, FL
Maitland, FL
Maitland, FL
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