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Darren James Vilardo

Delta Investment Management, LLC

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About Darren James Vilardo

Darren Vilardo is a registered investment advisor representative with Delta Investment Management, LLC. Darren holds the Series 6, 7, 63, and 65 securities licenses. Darren's career in the financial services industry began in 1997, starting at BA Investment Services, Inc. and continuing at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., UBS Financial Services Inc., and Securities America, Inc. Darren joined Delta Investment Management, LLC in 2020. Darren is a managing member of Tekton Wealth Advisory Services, LLC. Darren works with individuals and high-net-worth individuals.

Firm Information

Darren Vilardo is currently registered with Delta Investment Management, LLC. Delta Investment Management, LLC is a San Francisco, California-based Registered Investment Advisor that manages over $628 million in assets for over 2,100 clients. The firm offers financial planning and portfolio management services to individuals and charitable organizations. They specialize in working with high-net-worth individuals and individuals other than high-net-worth.
Delta Investment Management, LLC

708 MONTGOMERY STREET

SAN FRANCISCO, CA 94111

$628.86M

Assets Under Management

Not reported

Total Clients

24

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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percentage of assets

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

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Darren Vilardo’s Registration & Firm History

AR

03/09/2022 - Present

Delta Investment Management, LLC (Lowell AR)

CA

02/16/2010 - 01/07/2013

SECURITIES AMERICA, INC. (RANCHO CUCAMONGA CA)

CA

02/06/2009 - 02/17/2010

UBS FINANCIAL SERVICES INC. (REDLANDS CA)

CA

03/25/2002 - 02/26/2009

CITIGROUP GLOBAL MARKETS INC. (CLARMONT CA)

NY

05/27/1999 - 04/01/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CA

06/03/1997 - 04/02/1999

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

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Licenses & Designations

IA

Issued 07/02/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/1999

Series 7 - General Securities Representative Examination

BC

Issued 05/31/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darren James Vilardo.
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