Anthony + DeLuca - Financial Advisor in Maitland, FL

Paladin Research Report For:

Anthony DeLuca

Delta Advisory Group, Inc.

696 N Maitland Avenue
Maitland, FL 32751

About Anthony DeLuca

The company provides services to individuals, trusts and qualified retirement plans. The firm's objective is to assist you in reaching your long-term financial goals. In investing, as in tailoring, there's no such thing as one size fits all. The most important thing we do is tailor your finances to your individual investment needs and risk tolerances. Only after defining the end needs can we truly map out a plan to get you there.

The common stitch among our clients is their desire for peace of mind concerning their investments. They are all looking for a long-term relationship upon which to build the financial foundation of their life. They are looking for a relationship with a firm that can give them objective and unbiased investment consulting.

Our goal is to help the investor decipher the best way to achieve their long-term financial goals. For some investors, their goals may be surrounded by maximum returns in a long-term time frame. For others, it may be a steady flow of income or a simple reduction in risk. Our services add value. Developing long-term financial goals and adhering to a well defined investment discipline is the most reliable way in which to meet our goals. Believe it or not, most individuals, regardless of wealth, have a great deal of anxiety about their finances. When you hire Delta Capital Management, you hire a group of individuals with broad credentials and market experience who believe in a long-term disciplined investment approach. We help you develop a plan. We instill a discipline to your investing. We help you reach your long-term financial goals.

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General Information

Firm Start Year
  • 2003
No. of Employees
  • 10-19
  • 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, Businesses, Non-Profit Organizations
Foreign Languages Serviced
  • English
Advisory Services Provided
  • Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting


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®, CDFA®
Securities Licenses
  • Series 7, Series 24, Series 65
Insurance and Annuity Licenses
  • Life, Variable Annuity, Health

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
Minimum Portfolio Size for New Managed Accounts
  • $250,000
Compensation Methods
  • Based on Assets


Bachelor of Science in Geoscience Summa Cum Laude - Geology and Graphic Information Systems
  • Florida Atlantic University
    08/01/2013 - 08/01/2018

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

Additional Detailed Disclosures,-inc.-detailed-disclosure