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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dellacato is a financial advisor with Fidelity Personal And Workplace Advisors. David has been working in the financial services industry since 1997. David is registered with FINRA as a Registered Representative and holds Series 7, Series 25, Series 55, Series 57TO, and Series 66 licenses. David is also registered with the state of Connecticut as an Investment Advisor Representative. In addition to holding the Series 63 license, David is also registered as an Investment Advisor Representative in Texas. David has experience working with individual and business clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CT
01/10/2023 - Present
Fidelity Personal AND Workplace Advisors (MONROE CT)
CA
09/20/2019 - 10/08/2021
CETERA ADVISOR NETWORKS LLC (LA MESA CA)
CA
07/10/2019 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (LA MESA CA)
CT
09/07/2011 - 01/29/2018
MKM PARTNERS LLC (STAMFORD CT)
CT
07/09/2007 - 07/29/2011
BTIG, LLC (GREENWICH CT)
NY
09/05/2003 - 01/24/2007
KELLOGG PARTNERS INSTITUTIONAL SERVICES LLC (NEW YORK NY)
TX
02/08/2002 - 12/03/2002
FLEET SECURITIES, INC. (DALLAS TX)
NY
04/12/1994 - 02/19/2002
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
BOTH
Issued 12/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 25 - NYSE Trading Assistant Examination
BC
Issued 02/22/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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