Delta Advisory Group, Inc. is an independent, SEC-registered fiduciary wealth management and financial planning firm located on North Maitland Avenue in Maitland, Florida. Led by Founder and President Charles Smith, Jr. alongside a multidisciplinary team of CFP®, CPA, CFA, and CDFA® professionals, the practice serves retirees, surviving or divorcing seniors, and families across Maitland, Winter Park, and Orange County with comprehensive retirement income planning, institutional-grade portfolio management, and tax-conscious wealth preservation.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Delta Advisory Group Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-126783; independent SEC-registered investment adviser operating in Maitland, FL since 1986.
Issuer: CFP Board / CFA Institute / AICPA
Notes: Senior team includes Founder Charles Smith, Jr., Senior Financial Advisor Anthony DeLuca, CFP®, CDFA®, Senior Financial Planner Donald C. Nestor, CPA, CFP®, and Senior Portfolio Manager Alexander Petsos, CFA.
Factual details and direct answers about Delta Advisory Group, Inc.'s services, licensing, and credentials.
What is Delta Advisory Group's SEC registration number in Maitland?
Delta Advisory Group, Inc. is an active SEC-registered Investment Adviser recorded under CRD #105966 and SEC File #801-126783.
What professional credentials do the advisors at Delta Advisory Group hold?
The firm's advisory and investment team includes professionals holding the Certified Financial Planner (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and Certified Divorce Financial Analyst (CDFA®) designations.
Where is Delta Advisory Group located in Orange County?
The firm is located at 696 North Maitland Avenue in Maitland, Florida 32751, serving retirees in Maitland, Winter Park, Apopka, and greater Orlando.
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