Christine
Dalonzo

Invicta Advisors LLC

CRD#3026739
Investment Advisor
in Havertown, PA

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About this Advisor

Christine Dalonzo is a financial advisor who works out of Havertown, Pennsylvania with 2 years of industry experience. Dalonzo is currently employed by Invicta Advisors LLC. Dalonzo has gained experience at D'Alonzo Associates, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Christine D'Alonzo and Pennsylvania Society Of Public Accountants. Dalonzo has a Series 63 license, certifying them as a securities representative, and is able to work in Pennsylvania. Invicta Advisors LLC is a company based in Monroeville, PA. It has offices in five locations and a total of 36 people on staff. It administers $422 million in assets under management between its 3,108 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 3,108 accounts, 30% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Invicta Advisors LLC provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services vary depending on which services are provided. However, fee types charged by Invicta Advisors LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Havertown, PA

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Invicta Advisors LLC Brokerage Details

Total Assets Under Management

$421,922,781

PA Average: $15,833,994,310
Total Number of Employees

36

PA Average: 41
Total Number of Accounts

3,108

PA Average: 3,342
Average Account Size

$135,754

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Christine Dalonzo Work History

Christine has been registered as a financial advisor for 2 years.*

2010 - Present (14 years)

Pennsylvania Society Of Public Accountants

2007 - Present (17 years)

D'Alonzo Associates

1995 - Present (29 years)

Christine D'Alonzo

2013 - 2021 (8 years)

Avantax Investment Services, Inc

2013 - 2021 (8 years)

Avantax Advisory Services

2013 - 2021 (8 years)

Avantax Insurance Agency, 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 Christine Dalonzo 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 Invicta Advisors LLC

Kristin Pearson
Monroeville, PA
Marc Demshock
Williamsport, PA
Aimee Toth
Monroeville, PA
Michael Kinney
Loveland, CO
Preston Boyd
Monroeville, PA
Gregory Teal
Marcus Hook, PA
Eric Smith
Marcus Hook, PA

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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