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Rebecca Elliott Smith

DELTA ADVISORY GROUP, INC.·MAITLAND, Florida
Unclaimed Profile
696 N MAITLAND AVENUE, MAITLAND, FL 32751CRD# 2375885Firm CRD# 105966
01

About

Rebecca Elliott 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
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# 2375885
Firm CRD# 105966
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rebecca Elliott Smith offer?
Rebecca Elliott Smith specializes in Financial Planning, Investment Management. Contact their office in MAITLAND, Florida for a consultation.
What are Rebecca Elliott Smith's credentials?
Rebecca Elliott Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Elliott Smith located?
Rebecca Elliott 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 Rebecca Elliott Smith charge for services?
Rebecca Elliott 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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Rodolfo David Aguilera — IRONCLAD INVESTMENTS LLCSean Donovan Casterline — DELTA CAPITAL MANAGEMENT, LLCDwight Lee Dykstra — AEGIS WEALTH MANAGEMENT, LLCCharles Clarence Smith — DELTA ADVISORY GROUP, INC.Chris M Sullivan — HYPERION CAPITAL ADVISORS LLC
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City Guides
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Research
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