Tara Deluca, financial advisor Fort Lauderdale FL
89 score

Tara Deluca

CRD Number: 5903377
Current Firm: Morgan Stanley

Tara Deluca (CRD# 5903377) is an Investment Advisor Representative working at Morgan Stanley in Fort Lauderdale, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Fort Lauderdale, FL Nov 2014 - Current 2
Nationwide Home Loans Ft Lauderdale, FL Apr 2013 - Nov 2014 1
Merrill Lynch Fort Lauderdale, FL Oct 2012 - Mar 2013 < 1
Unemployed West Conshohocken, PA Feb 2012 - Oct 2012 < 1
Morgan Stanley West Conshohocken, PA Oct 2011 - Feb 2012 < 1
Unemployed Hamilton Square, NJ Aug 2011 - Oct 2011 < 1
Pnc Investments Hamilton Square, NJ Mar 2011 - Aug 2011 < 1
Unemployed Washington Crossing, PA Aug 2010 - Feb 2011 < 1
Char Steakhouse Raritan, NJ Apr 2010 - Aug 2010 < 1
Braveheart Pub Hellertown, PA Aug 2009 - Apr 2010 < 1
Christi Insurance Group Glenside, PA Nov 2009 - Feb 2010 < 1
Brown & Brown Of Lehigh Valley Bethlehem, PA Mar 2008 - Aug 2009 1
Brown & Brown Of Ft Lauderdale Ft Lauderdale, FL Oct 2007 - Feb 2008 < 1
Hard Rock Hotel & Casino Hollywood, FL May 2007 - Oct 2007 < 1
Kel Insurance LLC New Hope, PA May 2005 - May 2007 2
Baldinger Insurane LLC New Hope, PA Jun 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Tara S. Deluca
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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