DD
DD

Daniel Anthony Delrosso

27 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
1,733 clients
Average Client Portfolio
$826K average
Assets Under Management
$1.4B

Fee Structure

Loading...

Location

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

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

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 2 mos
Aegis Capital CORP.Broker
December 2023 - Present · 2 yrs 2 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
Exams
No exam information available for this advisor.
Daniel Anthony Delrosso - Financial Advisor | TrueAdvisor