Michael Deluca, financial advisor Fort Myers FL
90 score

Michael Deluca

CRD Number: 6332840
Current Firm: Hbks Wealth Advisors

Michael Deluca (CRD# 6332840) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fort Myers, FL and has over 3 years of experience in the finance industry.

Similar Advisors
Kerri Goldsmith, financial advisor Fort Myers FL
Kerri A. Goldsmith
CRD# 5768742
Hbks Wealth Advisors
Score
103
Similar Advisors
J. Dak Hartsock, financial advisor Fort Myers FL
J. Dak Hartsock
CRD# 5864610
Aci Wealth Advisors
Score
100
Similar Advisors
Martin Raab, financial advisor Fort Myers FL
Martin Raab
CRD# 6526540
Sugarwood Financial
Score
100
Company Name Location Dates Years
Hbks Wealth Advisors Ft. Myers, FL Jul 2014 - Current 2
Hill Barth & King LLC Ft. Myers, FL Jan 2013 - Current 3
Hbks Wealth Advisors Ft. Myers, FL May 2014 - Jul 2014 < 1
Urish Popeck & Company Of Fl LLC Naples, FL Mar 2012 - Jan 2013 < 1
Deloitte Tax LLP Atlanta, GA Nov 2010 - Mar 2012 1
Ernst & Young LLP Atlanta, GA Jul 2008 - Nov 2010 2
University Of Dayton Dayton, OH Oct 2005 - May 2008 2
University Of Dayton Dayton, OH Oct 2003 - May 2008 4
Deloitte Tax LLP Cincinnati, OH May 2007 - Aug 2007 < 1
Dean Dorton & Ford Psc Lexington, KY Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Michael Deluca
Phone Number: 814-836-5776
Firm Website: http://www.hbksorce.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,836
    MILLIONS
  • Total Number of Accounts
    6,823
    ACCOUNTS
  • Average Account Value
    $269,095
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA

Ready to hire a financial advisor? Get competitive proposals from Michael Deluca and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.