Michael
Dellaporta

B.B. Graham & Company, Inc

CRD#3078075
Investment Advisor
in Atlanta, GA
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About this Advisor

Michael Dellaporta is a financial advisor who works out of Atlanta, Georgia, who has been in the advisory business for 13 years. Dellaporta is an employee of B.B. Graham & Company, Inc. Their career trajectory has included roles at Oppenheimer & Co. Inc, Ameriprise Financial Services, Inc, Fusion Analytics Securities, LLC and Bb Graham And Company. Dellaporta has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Florida. B.B. Graham & Company, Inc is an advisory firm that has its headquarters in Atlanta, Georgia. It has offices in eight locations and a total of 29 financial advisors. It oversees $104 million in assets under management across its 263 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 263 client accounts, just 7% belong to high-net-worth individuals who have more than $1 million in assets available to invest. B.B. Graham & Company, Inc has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely depend on the financial services offered. Fee types billed by B.B. Graham & Company, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

Atlanta, GA

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B.B. Graham & Company, Inc Brokerage Details

Total Assets Under Management

$138,818,391

GA Average: $7,578,581,321
Total Number of Employees

27

GA Average: 43
Total Number of Accounts

416

GA Average: 3,727
Average Account Size

$333,698

GA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Dellaporta Work History

Michael has 13 years of experience.

2018 - Present (1 years)

Bb Graham And Company

2015 - 2018 (3 years)

Fusion Analytics Securities, LLC

2010 - 2015 (5 years)

Ameriprise Financial Services, Inc

2005 - 2010 (5 years)

Oppenheimer & Co. Inc

Disclosures

Michael Dellaporta has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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