AD
AD

Anthony Deluca

26 Years of Experience
Houston, TX

Anthony Deluca is a registered investment advisor at Simmons L E & Associates INC, based in Houston, TX, with 26 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

600 Travis Street, Suite 6600, Houston, TX, 77002-3007

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Anthony is the Vice-President and Secretary of SELA Plane, LLC since 2006. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Simmons L E & Associates INC
March 2007 - Present · 19 yrs 2 mos
Previous Registrations
Simmons L E & Associates INC
January 2003 - December 2006 · 3 yrs 11 mos
Simmons L E & Associates INC
January 1999 - December 2002 · 3 yrs 11 mos
State Registrations1 state
TX
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.