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Sean Donovan Casterline

DELTA CAPITAL MANAGEMENT, LLC·MAITLAND, Florida
Unclaimed Profile
698 N. MAITLAND AVENUE, MAITLAND, FL 32751CRD# 2212919Firm CRD# 128350
01

About

Sean Donovan Casterline is a registered financial advisor based in MAITLAND, Florida, affiliated with DELTA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
DELTA CAPITAL MANAGEMENT, LLC
DELTA CAPITAL MANAGEMENT, LLC
AUM
$220M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at DELTA CAPITAL MANAGEMENT, LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2212919
Firm CRD# 128350
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sean Donovan Casterline offer?
Sean Donovan Casterline specializes in Fee-Only Advisory. Contact their office in MAITLAND, Florida for a consultation.
What are Sean Donovan Casterline's credentials?
Sean Donovan Casterline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Donovan Casterline located?
Sean Donovan Casterline is based in MAITLAND, Florida, working with DELTA CAPITAL MANAGEMENT, LLC. Their office serves clients in the MAITLAND metropolitan area and surrounding communities.
How does Sean Donovan Casterline charge for services?
Sean Donovan Casterline's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DELTA CAPITAL MANAGEMENT, LLC?
DELTA CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MAITLAND
Rodolfo David Aguilera — IRONCLAD INVESTMENTS LLCDwight Lee Dykstra — AEGIS WEALTH MANAGEMENT, LLCCharles Clarence Smith — DELTA ADVISORY GROUP, INC.Rebecca Elliott Smith — DELTA ADVISORY GROUP, INC.Chris M Sullivan — HYPERION CAPITAL ADVISORS LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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