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Charlotte Gafford Mabry

Delphi Wealth Management LLC

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About Charlotte Gafford Mabry

Charlotte Mabry is a financial advisor with Delphi Wealth Management LLC in PRIMM SPRINGS, TN. Charlotte is a Registered Investment Advisor representative with a Series 65 and Series 63 license. Charlotte has been working in the financial industry since 1982. Charlotte's previous experience includes roles at WILEY BROS.-AINTREE CAPITAL, LLC, FSC SECURITIES CORPORATION, DEAN WITTER REYNOLDS INC. and A. G. EDWARDS & SONS, INC.. Charlotte is also the owner of Mabry-Calvin, LLC. Delphi Wealth Management LLC offers services including financial planning, portfolio management for individuals, and consulting services.

Firm Information

Charlotte Mabry is currently registered with Delphi Wealth Management LLC. Delphi Wealth Management LLC is an investment advisor based in [Location not provided]. The firm provides portfolio management for individuals and other consulting services. They manage approximately $21.6 million in assets for 36 clients, with a majority of the assets being managed on a discretionary basis. The firm primarily serves high-net-worth individuals with $18.6 million in assets under management and individuals other than high-net-worth with $3 million in assets under management.

$21.65M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charlotte Mabry’s Registration & Firm History

TN

01/01/2025 - Present

Delphi Wealth Management LLC (PRIMM SPRINGS TN)

TN

08/06/1990 - 04/28/2011

WILEY BROS.-AINTREE CAPITAL, LLC (FRANKLIN TN)

GA

03/23/1989 - 08/14/1990

FSC SECURITIES CORPORATION (ATLANTA GA)

NY

05/22/1984 - 04/03/1989

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

01/25/1982 - 05/16/1984

A. G. EDWARDS & SONS, INC.

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Licenses & Designations

IA

Issued 10/23/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Charlotte Gafford Mabry. Review regulatory record here.
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