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Anthony + DeLuca - Financial Advisor in Maitland, FL

Paladin Research Report For:

Anthony DeLuca

Delta Capital Management, LLC.

698 N Maitland Avenue Suite 201
Maitland, FL 32751
407-422-2423

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
  • FL
Number of Years with Current Firm
  • 3
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
  • Individual Investors, Non-Profit Organizations, Businesses
Foreign Languages Serviced
  • English
Advisory Services Provided
  • Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Portfolio Management, Retirement Planning, Money Management, Wealth Management, 401K Rollovers

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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®
Securities Licenses
  • Series 24, Series 65, Series 7
Insurance and Annuity Licenses
  • Health, Variable Annuity, Life

Firm Information

Firm's Number of Clients
  • 500
Firm's Number of Planning Clients
  • 500
Firm's Number of Managed Clients
  • 500
Assets Managed by Firm
  • 184 Million
Advisor's Number of Clients
  • 500
Advisor's Number of Managed Clients
  • 500
Advisor's Number of Planning Clients
  • 500
Assets Managed by Advisor
  • $184 Million

Compensation and Fees

Fee Structure
  • Fee-Based
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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1882153/paladinregistry-delta-capital-management,-llc.-detailed-disclosure

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