Anthony DeLuca

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About Anthony DeLuca

Anthony DeLuca is a Certified Financial Planner Professional and Partner with Delta Advisory Group, Inc., a Registered Investment Advisor located in Maitland, FL. He currently manages client assets totaling over $170 million. He is also an integral part of Delta's 401(k) team and an active part of the education and retention of 401(k) participants. Graduating Summa Cum Laude, he earned both a Geoscience degree and a Geographical Information Systems certificate at Florida Atlantic University while playing Division 1 College Football for three years.

Anthony made his transition into the Financial Services Industry after spending the first part of his career in the world of Civil Engineering. He has also held several security licenses including the Series 65 - National RIA, the Series 7- General Securities Representative, the Health, Life, and Variable Annuity License as well as the General Securities Principal License - Series 24.

Anthony' s favorite part of his day is developing lasting relationships with clients and helping those clients reach their long-term financial goals. His charismatic personality and passionate approach will show true as he connects and grows with each individual client.

Outside of the office, Anthony enjoys many outreach programs. He is a proud member of The Seminole County Leadership Program - Class 32. He is also heavily involved with foster children who have phased out of the foster care system. He currently works with The Villages, and IMPOWER program. In his free time, he is an avid sports fan, competing in tennis, hockey, and lacrosse. He is also passionate about his writing projects which he works on while spending time with his adopted Doberman, Rebel.

See Disclosures

General Information

Firm Start Year

2003

No. of Employees

10-19

CRD#

7208553

Firm CRD#

128350

Name of Custodial Firm

Charles Schwab Institutional

States Licensed in

Number of Years with Current Firm

Work Experience

We work with individuals, families, and employers in both the Greater Orlando area and across America. We do not have a minimum AUM for our only goal is the success of the client. With over 30 years of experience in many facets of financial and retirement planning, we will succeed in helping our clients reach their long term financial goals.

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Money Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CDFA^®

Securities Licenses

Series 7, Series 65, Series 24

Insurance and Annuity Licenses

Health, Variable Annuity, Life

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

184 Million

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$184 Million

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Education

Bachelor of Science in Geoscience Summa Cum Laude - Geology and Graphic Information Systems

Florida Atlantic University
08/01/2013 -08/01/2018

Disclosures

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Additional Detailed Disclosures
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Paladin Research Report For:

Delta Advisory Group, Inc.