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Nicholas Athanasios Angelis

DELTA FINANCIAL ADVISORS, INC·KENSINGTON, Maryland
Series 65Clean record2 years registeredDELTA FINANCIAL ADVISORS, INC
10539 METROPOLITAN AVENUE, KENSINGTON, MD 20895-4015CRD# 4123544Firm CRD# 121907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Athanasios Angelis · KENSINGTON, MD
Registration
CRD #4123544 · DELTA FINANCIAL ADVISORS, INC · 2 years registered
Brand Profile
Not yet started
01

Career History

DELTA FINANCIAL ADVISORS, INC
Feb 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 29, 2024
Years registered · 2
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 Nicholas Athanasios Angelis offer?
Nicholas Athanasios Angelis specializes in Financial Planning, Investment Management. Contact their office in KENSINGTON, Maryland for a consultation.
What are Nicholas Athanasios Angelis's credentials?
Nicholas Athanasios Angelis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Athanasios Angelis located?
Nicholas Athanasios Angelis 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 Nicholas Athanasios Angelis charge for services?
Nicholas Athanasios Angelis'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

Joseph Anthony Fischetti
KENSINGTON, MD

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Nearby cities in Maryland
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