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Joseph Anthony Fischetti

DELTA FINANCIAL ADVISORS, INC·KENSINGTON, Maryland
Clean recordDELTA 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Anthony Fischetti is a registered financial advisor based in KENSINGTON, Maryland, affiliated with DELTA FINANCIAL ADVISORS, 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 FINANCIAL ADVISORS, INC
DELTA FINANCIAL ADVISORS, INC
AUM
$189M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DELTA FINANCIAL ADVISORS, INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2748841
Firm CRD# 121907
View on FINRA BrokerCheck →

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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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