Daniel
Delrosso

Aegis Capital Corp

CRD#3065320
Investment Advisor
in Manasquan, NJ

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About this Advisor

Daniel Delrosso is a financial advisor based in Manasquan, New Jersey, working with Aegis Capital Corp. Daniel has previously held positions at First Midwest Securities, Inc, Royal Alliance Associates, The Investment Center Inc, Ic Advisory Services Inc, and Aegis Capital Corp. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Daniel is part of Aegis Capital Corp, which operates out of Manasquan, New Jersey. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion 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 pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2517 State Hwy 35 Bldg C Suite 201
Manasquan, NJ 08736

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Aegis Capital Corp Brokerage Details

Total Assets Under Management

$1,282,090,691

NJ Average: $7,464,549,021
Total Number of Employees

257

NJ Average: 88
Total Number of Accounts

2,479

NJ Average: 3,892
Average Account Size

$517,181

NJ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Daniel Delrosso Work History

2023 - Present (1 year)

Aegis Capital Corp

2015 - 2015 (< 1 year)

Royal Alliance Associates

2015 - 2023 (8 years)

The Investment Center Inc

2015 - 2023 (8 years)

Ic Advisory Services Inc

2010 - 2015 (5 years)

First Midwest Securities, Inc

Disclosures

Please visit the SEC profile of Daniel Delrosso 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 Aegis Capital Corp

Samuel Tenzer
Hillsdale, NJ
James Wright
New York, NY
Charles Rosen
Northbrook, IL
Glenn Glazer
New York, NY
Daniel Seto
New York, NY
Zachary Nedell
Westport, CT
John Oeming
Eugene, OR
Felix Fuertes
New York, NY

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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