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Anthony Deluca

Kovack Advisors, INC.
54 Years of Experience
Orange Park, FL
1 DisclosureBrokerSells Insurance
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Anthony Deluca is a CFP-designated registered investment advisor at Kovack Advisors, INC., based in Orange Park, FL, with 54 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,293 clients with $6.3B in assets under management.

Kovack Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
258 advisors
Number of Clients
13,293 clients
Average Client Portfolio
$472K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.90%

Maximum annual fee is 2.90%. Fees are negotiable depending on asset amount, type, complexity, and services provided. Combined fees with third-party managers will not exceed 2.90%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Orange Park, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2006
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony operates under the DBA DeLuca Wealth Management, offering fixed annuity and life insurance sales. This activity involves managing clients' fixed investment needs and consumes about a quarter of his time.

Employment History
Current Registrations
Kovack Advisors, INC.
August 2006 - Present · 20 yrs 2 mos
Kovack Securities INC.Broker
March 2006 - Present · 20 yrs 7 mos
Previous Registrations
Rk Advisors
March 2006 - August 2006 · 5 mos
Securities America Advisors, INC.
July 2001 - March 2006 · 4 yrs 8 mos
Securities America, INC.Broker
June 2001 - March 2006 · 4 yrs 9 mos
1st Global Capital CORP.Broker
December 1999 - July 2001 · 1 yr 7 mos
Intersecurities, INC.Broker
March 1998 - December 1999 · 1 yr 9 mos
Financial Network Investment CorporationBroker
July 1994 - March 1998 · 3 yrs 8 mos
Keogler, Morgan & Company, INC.Broker
October 1988 - July 1994 · 5 yrs 9 mos
Fsc Securities CorporationBroker
April 1985 - October 1988 · 3 yrs 6 mos
Shearson Lehman Brothers INC.Broker
March 1980 - April 1985 · 5 yrs 1 mo
Paine, Webber, Jackson & Curtis IncorporatedBroker
August 1974 - February 1980 · 5 yrs 6 mos
Reynolds Securities, INC.Broker
June 1972 - July 1974 · 2 yrs 1 mo
State Registrations6 states
CAFLNJNYPASC
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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