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Michael Carlo Delcolliano

Westbourne Investments, Inc.

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About Michael Carlo Delcolliano

Michael Carlo Delcolliano is an investment advisor representative with Westbourne Investments, Inc. Michael Delcolliano has been in the securities industry for over 30 years and has worked with both individuals and businesses. Michael's experience includes working with high-net-worth individuals, corporations, and other businesses. Michael Delcolliano is registered with the state of Virginia as an investment advisor representative. Michael Delcolliano has a Series 7, Series 63, and Series 65.

Firm Information

Michael Delcolliano is currently registered with Westbourne Investments, Inc.. Westbourne Investments, Inc. is a Terminated Corporation formed on March 12, 1990, with its main office located in Alexandria, VA. The firm provides financial planning and portfolio management services for individuals, businesses, and high-net-worth individuals. They are registered with the SEC and manage approximately $151,796,835 in regulatory assets under management.
Westbourne Investments, Inc.

2121 EISENHOWER AVE STE 605

ALEXANDRIA, VA 22314

$151.80M

Assets Under Management

Not reported

Total Clients

6

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Michael Delcolliano’s Registration & Firm History

VA

03/11/2014 - Present

Westbourne Investments, Inc. (ALEXANDRIA VA)

VA

12/22/1994 - 02/26/2010

WESTBOURNE INVESTMENTS, INC. (ARLINGTON VA)

PA

07/19/1993 - 11/11/1994

MONEY MANAGEMENT ADVISORY, INC. (FEASTERVILLE PA)

CT

07/12/1990 - 05/05/1993

ADVEST, INC. (HARTFORD CT)

NY

04/11/1988 - 08/08/1990

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

06/20/1985 - 04/11/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 08/23/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Carlo Delcolliano.
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