Delta Financial Advisors, Inc
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 121907
- SEC number
- 801-120897
- Firm type
- RIA
- Assets under management
- $234.0M as of Mar 16, 2026
- Website
- x.com/DFAONE ↗
- Phone
- 301-962-0480
- Address
- 10539 Metropolitan Avenue, Kensington, MD, 20895-4015
Advisors at this firm
5 in our index · page 1 of 1
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Nicholas Athanasios AngelisCRD 4123544 · Kensington, MDIA Registered
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Jacob Patrick DefilippoCRD 5712967 · Kensington, MDIA RegisteredBroker
-
Beverly Ann FischettiCRD 1066558 · Kensington, MDIA RegisteredBroker
-
Joseph Anthony FischettiCRD 2748841 · Kensington, MDIA RegisteredBroker
-
Megan MaddenCRD 6970037 · Kensington, MDIA RegisteredBroker
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 121907 ↗
FINRA BrokerCheck record for firm CRD 121907 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.