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Stephen Dellelo

Prosperity Capital Advisors
34 Years of Experience
South Easton, MA
1 DisclosureSells Insurance
View SEC Summary
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Stephen Dellelo is a ChFC-designated registered investment advisor at Prosperity Capital Advisors, based in South Easton, MA, with 34 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 7,548 clients with $4.4B in assets under management.

Prosperity Capital Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
7,548 clients
Average Client Portfolio
$581K average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.50%
$500K - $1.0M0.40%
$1.0M - $2.0M0.30%
$2.0M - $5.0M0.25%
$5M+0.20%

Fees are negotiable. Total annual fees for retail clients typically range between 0.20% and 2.0% when including advisor fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

944 Washington St., Suite 1A, South Easton, MA, 02375

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2017
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Stephen owns Retirement Income Strategies LLC d.b.a. Dellelo Wealth Management, which handles advisory and insurance commissions and the business's finances, taking about a quarter of his time. He also owns a vacation rental property and is a licensed insurance agent selling various insurance products, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Prosperity Capital Advisors
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Next Financial Group, INC.
September 2005 - June 2023 · 17 yrs 9 mos
Next Financial Group, INC.Broker
August 2005 - June 2023 · 17 yrs 10 mos
Investors Capital Advisory
January 2005 - August 2005 · 7 mos
Eastern Point Advisors INC.
November 2003 - January 2005 · 1 yr 2 mos
Investors Capital CORP.Broker
May 2002 - August 2005 · 3 yrs 3 mos
New England SecuritiesBroker
April 1992 - May 2002 · 10 yrs 1 mo
Nylife Securities INC.Broker
September 1991 - April 1992 · 7 mos
State Registrations3 states
FLMARI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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