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Nicholas Athanasios Angelis

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

About

Nicholas Athanasios Angelis 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# 4123544
Firm CRD# 121907
View on FINRA BrokerCheck →

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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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Research
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