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Daniel Delrosso

Aegis Capital CORP.
28 Years of Experience
Manasquan, NJ
Broker
View SEC Summary
View SEC Summary

Daniel Delrosso is a registered investment advisor at Aegis Capital CORP., based in Manasquan, NJ, with 28 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,083 clients with $1.8B in assets under management.

Aegis Capital CORP.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
3,083 clients
Average Client Portfolio
$577K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $1.0M2.25%
$1M+2.00%

Rates shown are the maximums when most transaction costs are charged to the client. If transaction costs are charged to Aegis Capital Corp., the maximum rates are 3.00% on the first $250k, 2.75% on the next $750k, and 2.50% over $1M. Fees may be negotiable.

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

Location

2517 State Hwy 35 Bldg C, Suite 201, Manasquan, NJ, 08736

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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.

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Other Business Activities

Daniel is the president of D.Delro Corp, which holds his personal assets. This is a non-investment related activity, taking about 10-20% of Daniel's time.

Employment History
Current Registrations
Aegis Capital CORP.
December 2023 - Present · 2 yrs 10 mos
Aegis Capital CORP.Broker
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Ic Advisory Services, INC.
July 2015 - December 2023 · 8 yrs 5 mos
The Investment Center, INC.Broker
April 2015 - December 2023 · 8 yrs 8 mos
Royal Alliance Associates, INC.Broker
March 2015 - April 2015 · 1 mo
First Midwest Securities, INC.Broker
March 2010 - April 2015 · 5 yrs 1 mo
Gunnallen Financial, INCBroker
June 2004 - March 2010 · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
December 2002 - June 2004 · 1 yr 6 mos
Prudential Securities IncorporatedBroker
October 2000 - December 2002 · 2 yrs 2 mos
Dean Witter Reynolds INC.Broker
July 1998 - October 2000 · 2 yrs 3 mos
State Registrations5 states
CTFLNJNYTX
AdvisorBrokerBoth

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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