Robert Delucca
Robert Delucca is a registered investment advisor at Granite Islands Private Wealth, LLC, based in Guilford, CT, with 29 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 467 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Granite Islands charges an annual management fee based on the value of your investments. The fee can be a flat percentage, a fixed dollar amount, or a tiered schedule. Fees are assessed quarterly. There may be a minimum annual fee. Some services are assessed via hourly rates.
Location
157 Goose Lane, #3, Guilford, CT, 06437
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Regulatory History (1)
Customer Dispute
July 2009Employment History
Current Registrations
Sanctuary Securities, INC.Broker
Granite Islands Private Wealth, LLC
Previous Registrations
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations6 states
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.