Petra Deleo, financial advisor Downers Grove IL

Petra Deleo

CRD Number: 4932674
Current Firm: Invesco Advisers, Inc.

Petra Deleo (CRD# 4932674) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Downers Grove, IL and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Invesco Downers Grove, IL Oct 2017 - Current 4
Morningstar Chicago, IL Mar 2017 - Oct 2017 < 1
Calamos Naperville, IL Feb 2012 - Feb 2017 5
Full-time Education Prague, Jul 2011 - Jan 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2018
Contact Info for Petra V. Deleo
Phone Number: 404-892-0896
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    702,598
    MILLIONS
  • Total Number of Accounts
    26,127
    ACCOUNTS
  • Average Account Value
    $26,891,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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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