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Edwin Anthony Barretto

Delta Investment Management, LLC

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About Edwin Anthony Barretto

Edwin Anthony Barretto is an investment advisor representative with Delta Investment Management, LLC, based in San Francisco, California. Edwin has been in the industry for over 30 years. Prior to joining Delta Investment Management, LLC, Edwin held positions at Stiefel Nicolaus & Co Inc, BTIG, LLC, and Sharpe 4 Securities, LLC. Edwin specializes in portfolio management for individuals and financial planning. Edwin Anthony Barretto and Delta Investment Management, LLC are registered with the state of California.

Firm Information

Edwin Barretto 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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Edwin Barretto’s Registration & Firm History

CA

03/07/2019 - Present

Delta Investment Management, LLC (San Francisco CA)

CA

12/07/2016 - 03/12/2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)

CA

02/21/2007 - 07/14/2016

BTIG, LLC (SAN FRANCISCO CA)

CA

12/21/2005 - 05/31/2007

SHARPE 4 SECURITIES, LLC (SAN FRANCISCO CA)

CA

11/10/2004 - 10/06/2006

BTIG, LLC (SAN FRANCISCO CA)

NY

04/19/2004 - 11/02/2004

CONIFER SECURITIES LLC (NEW YORK NY)

NY

10/31/2002 - 04/16/2004

TERRA NOVA TRADING, L.L.C. (NEW YORK NY)

NY

10/01/1997 - 04/19/2002

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

CA

09/20/1989 - 10/01/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

NA

08/11/1987 - 08/29/1989

FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.

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Licenses & Designations

BC

Issued 10/10/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edwin Anthony Barretto.
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