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Christine Marie Dalonzo

Invicta Advisors LLC

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About Christine Marie Dalonzo

Christine Dalonzo is a financial advisor with over 20 years of experience in the financial services industry. Christine has been a registered representative since 1998. Christine currently works with Invicta Advisors LLC, a firm that focuses on providing investment advisory services to individuals, families, and businesses. Prior to joining Invicta, Christine worked at Avantax Investment Services, Inc., Trustmont Financial Group, Inc., and Hackett Associates, Inc. Christine provides financial planning and portfolio management services.

Firm Information

Christine Dalonzo is currently registered with Invicta Advisors LLC. Invicta Advisors LLC is an investment advisor based in OAKMONT, PA. The firm has 9 licensed agents, 42 registered representatives, and 9 investment advisory functions. Invicta Advisors LLC manages approximately $192,282,372 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Invicta Advisors LLC

527 CEDAR WAY

OAKMONT, PA 15139

$192.28M

Assets Under Management

Not reported

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Christine Dalonzo’s Registration & Firm History

PA

12/14/2021 - Present

Invicta Advisors LLC (Havertown PA)

PA

02/12/2013 - 12/17/2021

AVANTAX INVESTMENT SERVICES, INC. (HAVERTOWN PA)

PA

07/23/2004 - 02/19/2013

TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)

PA

01/15/2003 - 07/27/2004

HACKETT ASSOCIATES, INC. (WYOMISSING PA)

TX

09/27/2001 - 12/31/2002

PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)

PA

07/17/1998 - 09/21/2001

HACKETT ASSOCIATES, INC. (WYOMISSING PA)

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Licenses & Designations

BC

Issued 12/17/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christine Marie Dalonzo.
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