Anthony DeLuca is a Senior Financial Advisor and Client Relationship Manager for Delta Capital Management, LLC, a Registered Investment Advisor located in Maitland, FL. 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 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. He is now furthering his studies as he pursues the CFP Designation.
Anthony' s favorite part of his day is developing lasting relationships with clients and helping those clients reach their long-term financial goals. He currently manages client assets totally 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. His charismatic personality and passionate approach will show true as he connects and grows with each individual client.
Outside of the office, Anthony is an avid sports fan and competes in both tennis and lacrosse. He also is passionate about his writing projects which he works on while spending time with his adopted Doberman, Rebel.
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.
|Firm Start Year:||2003|
|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:||Businesses, Non-Profit Organizations, Individual Investors|
|Foreign Languages Serviced:||English|
|Advisory Services Provided:||Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management|
|Investment Types:||Exchange Traded Funds (ETFs), Bonds, Options & Futures, Alternative Investments, Stocks, Annuities, Insurance, Mutual Funds|
|Can meet clients in the following ways:||Your Home, Our Office, Via Phone, Via Email, Your Office, Video Conference, Our Offices|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Health, Variable Annuity, Life|
|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
|Compensation Methods:||Based on Assets|
|Bachelor of Science in Geoscience Summa Cum Laude - Geology and Graphic Information Systems||Florida Atlantic University
- Boca Raton, FL.
Why should I choose you as my financial advisor?
Our defining principle is the genuine connections we build with our clients. We take the time to fully understand our clients wants/needs. With this, we are able to build a portfolio that will help them reach their long-term financial goals. Because of this, our clients become part of the family. This relationship is what separates us from the rest.
How do you charge for your services?
We charge a quarterly fee paid in advanced based on the Assets Under Management.
What services do you provide? What are your specialties?
As noted above, we are Fiduciaries who specialize in portfolio and wealth managing. We specialize in managing brokerage, retirement, and trust accounts along with Employer Simple, SEPs, and 401(k)s.
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||8:30 AM - 5:30 PM|
|Tue.||8:30 AM - 5:30 PM|
|Wed.||8:30 AM - 5:30 PM|
|Thu.||8:30 AM - 5:30 PM|
|Fri.||8:30 AM - 5:30 PM|
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