Dino
Efthimiou

Delta Wealth Advisors, LLC

CRD#4917635
Investment Advisor
in Indianapolis, IN

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About this Advisor

Dino Efthimiou is a financial advisor based in Indianapolis, Indiana, working with Delta Wealth Advisors, LLC. Dino has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Wealth Advisory Solutions, LLC, and Delta Wealth Advisors, LLC. Dino has passed the Series 66 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Dino is part of Delta Wealth Advisors, LLC, which operates out of Indianapolis, Indiana. The firm has 1 office and 3 employees. The firm manages assets totaling $102.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Delta Wealth Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Indianapolis, IN

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Delta Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$102,179,507

Total Number of Employees

3

Total Number of Accounts

538

Average Account Size

$189,925

Investment Advisory Services

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

Dino Efthimiou Work History

2017 - Present (8 years)

Wealth Advisory Solutions, LLC

2017 - Present (8 years)

Delta Wealth Advisors, LLC

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2012 - 2017 (5 years)

Morgan Stanley Smith Barney

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Disclosures

Please visit the SEC profile of Dino Efthimiou 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 Wealth Advisors, LLC

Nicholas Finnigan
Indianapolis, IN
Dino Efthimiou
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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