DW
CFP
DW
CFP

Delia Wright

10 Years of Experience
Fort Lauderdale, FL
Broker

Delia Wright is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fort Lauderdale, FL, with 10 years of industry experience. Delia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

110 E. Broward Blvd, #1723, Fort Lauderdale, FL, 33301

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Delia works as a spin instructor at CycleBar, teaching a few classes per week. She also owns Victoria Park Wealth Management LLC, where she provides wealth management and financial planning services, dedicating full-time hours to this role.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
May 2024 - Present · 2 yrs 2 mos
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Morgan StanleyBroker
March 2022 - May 2024 · 2 yrs 2 mos
Morgan Stanley
March 2022 - May 2024 · 2 yrs 2 mos
UBS Financial Services INC.
August 2017 - March 2022 · 4 yrs 7 mos
UBS Financial Services INC.Broker
July 2017 - March 2022 · 4 yrs 8 mos
Putnam Retail Management Limited PartnershipBroker
August 2013 - August 2015 · 2 yrs
State Registrations6 states
CACTFLMAMENY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.