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Ross DeLuca, financial advisor Bridgewater MA

Ross DeLuca

CRD Number: 2104447
Current Firm: Osaic Institutions, Inc.
Ross Deluca (CRD# 2104447) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bridgewater, MA and has over 26 years of experience in the finance industry.
CONTACT
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Professional Designations
Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Jun 2022 - Current 1
Bluestone Bank Raynham, MA Jun 2022 - Current 1
Equitable Advisors LLC New York, NY Mar 2021 - Jun 2022 1
Usadvisors Wealth Management, LLC Bridgewater, MA Jan 2017 - Mar 2021 4
Securities America Inc. Lavista, NE Jul 2009 - Mar 2021 11
Bcu Financial Lawrence, MA Jul 2009 - Mar 2021 11
Securities America Advisors, Inc. Bridgewater, MA Jul 2009 - Jan 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Ross A. DeLuca
14 Main Street, Bridgewater, MA 02324
Phone Number: 203-599-6000
Firm Website: https://osaic.com/institutions
Registered State(s):
  • MA
Current Firm Details
Osaic Institutions, Inc.
Firm's CRD Number: 35371
538 Preston Avenue, Meriden, CT 06450
By the Numbers
  • Total Assets Under Management
    3,627
    MILLIONS
  • Total Number of Accounts
    8,478
    ACCOUNTS
  • Average Account Value
    $427,771
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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