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Michael Nicholas Delgass

SONTAG ADVISORY LLC·NEW YORK, New York
Series 65Clean record18 years registeredSONTAG ADVISORY LLC
521 FIFTH AVENUE, NEW YORK, NY 10175CRD# 5003603Firm CRD# 106181

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Nicholas Delgass · NEW YORK, NY
Registration
CRD #5003603 · SONTAG ADVISORY LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

WEALTHSPIRE ADVISORS
Sep 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 12, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHSPIRE ADVISORS LLC
CRD 106181 · SEC 801-49390
AUM
$21.7B
Regulatory assets under management
Employees
294
8,100 client accounts
Services offered by WEALTHSPIRE ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTHSPIRE ADVISORS LLC →
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05

Frequently Asked Questions

What services does Michael Nicholas Delgass offer?
Michael Nicholas Delgass specializes in Financial Planning, Investment Management. Contact their office in NEW YORK, New York for a consultation.
What are Michael Nicholas Delgass's credentials?
Michael Nicholas Delgass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Nicholas Delgass located?
Michael Nicholas Delgass is based in NEW YORK, New York, working with SONTAG ADVISORY LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Michael Nicholas Delgass charge for services?
Michael Nicholas Delgass's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SONTAG ADVISORY LLC?
SONTAG ADVISORY LLC has approximately 294 employees and manages $21.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SONTAG ADVISORY LLC

Craig Michael Fasano
NEW YORK, NY
Martha Simpson Staniford
NEW YORK, NY
Donna Levy-Leroy
NEW YORK, NY
Howard Vaughn Sontag
NEW YORK, NY

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