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Duncan Comrie Dewahl

Delta Capital Management, LLC

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About Duncan Comrie Dewahl

Duncan Comrie Dewahl is a registered investment advisor representative at Delta Capital Management, LLC. Duncan has been in the financial services industry since 1990. Duncan is a Certified Financial Planner and holds the Series 4, 7, 24, 31, 63, and 65 licenses. Duncan's previous employment includes Waddell & Reed, Inc., Morgan Stanley DW Inc., and Securities Research, Inc. Duncan is registered as an investment advisor representative in Florida.

Firm Information

Duncan Dewahl is currently registered with Delta Capital Management, LLC. Delta Capital Management, LLC is an investment advisor based in Maitland, Florida. The firm provides pension consulting services and has approximately $220 million in assets under management. Delta Capital Management specializes in serving pension and profit sharing plans. The firm is registered with the SEC and has an SEC number of 801-118594.
Delta Capital Management, LLC

698 N. MAITLAND AVENUE

MAITLAND, FL 32751

$220.00M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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Duncan Dewahl’s Registration & Firm History

FL

01/01/2025 - Present

Delta Capital Management, LLC (MAITLAND FL)

FL

06/22/2006 - 04/02/2013

WADDELL & REED, INC. (MAITLAND FL)

FL

06/15/2004 - 06/20/2006

MORGAN STANLEY DW INC. (WINTER PARK FL)

FL

03/20/1990 - 05/25/2004

SECURITIES RESEARCH, INC. (VERO BEACH FL)

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Licenses & Designations

IA

Issued 07/16/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/1991

Series 4 - Registered Options Principal Examination

BC

Issued 11/27/1990

Series 24 - General Securities Principal Examination

BC

Issued 09/24/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 03/17/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Duncan Comrie Dewahl. Review regulatory record here.
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