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Joseph Anthony Fischetti

DELTA FINANCIAL ADVISORS, INC·KENSINGTON, Maryland
SIE, Series 6, Series 65Clean record21 years registeredDELTA FINANCIAL ADVISORS, INC
10539 METROPOLITAN AVENUE, KENSINGTON, MD 20895-4015CRD# 2748841Firm CRD# 121907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Anthony Fischetti · KENSINGTON, MD
Registration
CRD #2748841 · DELTA FINANCIAL ADVISORS, INC · 21 years registered
Brand Profile
Not yet started
01

Career History

DELTA FINANCIAL ADVISORS, INC
Jan 2021 – present
BEACON GLOBAL ADVISOR NETWORK, LLC
Oct 2017 – Nov 2021
Kensington, MD
DELTA FINANCIAL ADVISORS, INC
Nov 2004 – Dec 2017
KENSINGTON, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 65
Registration record
First registered · November 30, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DELTA FINANCIAL ADVISORS, INC
CRD 121907 · SEC 801-120897
AUM
$189M
Regulatory assets under management
Employees
6
539 client accounts
Services offered by DELTA FINANCIAL ADVISORS, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DELTA FINANCIAL ADVISORS, INC →
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05

Frequently Asked Questions

What services does Joseph Anthony Fischetti offer?
Joseph Anthony Fischetti specializes in Financial Planning, Investment Management. Contact their office in KENSINGTON, Maryland for a consultation.
What are Joseph Anthony Fischetti's credentials?
Joseph Anthony Fischetti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Anthony Fischetti located?
Joseph Anthony Fischetti is based in KENSINGTON, Maryland, working with DELTA FINANCIAL ADVISORS, INC. Their office serves clients in the KENSINGTON metropolitan area and surrounding communities.
How does Joseph Anthony Fischetti charge for services?
Joseph Anthony Fischetti'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 FINANCIAL ADVISORS, INC?
DELTA FINANCIAL ADVISORS, INC has approximately 6 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DELTA FINANCIAL ADVISORS, INC

Nicholas Athanasios Angelis
KENSINGTON, MD

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Nearby cities in Maryland
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