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Joseph Anthony Fischetti

Delta Financial Advisors, Inc.

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About Joseph Anthony Fischetti

Joseph Fischetti is an Investment Advisor Representative at Delta Financial Advisors, Inc. Joseph has been a registered representative in the securities industry since 1996. Joseph is licensed in Maryland. In addition to working for Delta Financial Advisors, Inc. Joseph is also an Investment Advisor Representative with Beacon Global Advisor Network, LLC, and is a registered representative for Regulus, LLC.

Firm Information

Joseph Fischetti is currently registered with Delta Financial Advisors, Inc.. Delta Financial Advisors, Inc. is an investment advisor registered with the SEC, located in KENSINGTON, MD. The firm provides financial planning and portfolio management for individuals and high net worth individuals. The firm has 3 investment advisor representatives. Delta Financial Advisors, Inc. manages approximately $188.8 million in assets.
Delta Financial Advisors, Inc.

10539 METROPOLITAN AVENUE

KENSINGTON, MD 20895-4015

$188.81M

Assets Under Management

Not reported

Total Clients

5

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Joseph Fischetti’s Registration & Firm History

MD

01/16/2024 - Present

Delta Financial Advisors, Inc. (KENSINGTON MD)

MD

07/27/2010 - 08/24/2015

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (KENSINGTON MD)

MD

06/03/1996 - 06/29/2010

FSC SECURITIES CORPORATION (KENSINGTON MD)

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Licenses & Designations

IA

Issued 01/21/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Anthony Fischetti.
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