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Charles Clarence Smith

DELTA ADVISORY GROUP, INC.·MAITLAND, Florida
Clean recordDELTA ADVISORY GROUP, INC.
696 N MAITLAND AVENUE, MAITLAND, FL 32751CRD# 871804Firm CRD# 105966

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Clarence Smith · MAITLAND, FL
Registration
CRD #871804 · DELTA ADVISORY GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Clarence Smith is a registered financial advisor based in MAITLAND, Florida, affiliated with DELTA ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DELTA ADVISORY GROUP, INC.
DELTA ADVISORY GROUP, INC.
AUM
$174M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at DELTA ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 871804
Firm CRD# 105966
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Clarence Smith offer?
Charles Clarence Smith specializes in Financial Planning, Investment Management. Contact their office in MAITLAND, Florida for a consultation.
What are Charles Clarence Smith's credentials?
Charles Clarence Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Clarence Smith located?
Charles Clarence Smith is based in MAITLAND, Florida, working with DELTA ADVISORY GROUP, INC.. Their office serves clients in the MAITLAND metropolitan area and surrounding communities.
How does Charles Clarence Smith charge for services?
Charles Clarence Smith's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DELTA ADVISORY GROUP, INC.?
DELTA ADVISORY GROUP, INC. has approximately 7 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DELTA ADVISORY GROUP, INC.

Donald Carl Nestor
MAITLAND, FL
Megan Rebecca Johnson
MAITLAND, FL
Rebecca Elliott Smith
MAITLAND, FL

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