Donald Delmonte, financial advisor Marlton NJ
96 score

Donald Delmonte

CRD Number: 1413341
Current Firm: Stratos Wealth Partners, Ltd

Donald Delmonte (CRD# 1413341) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Marlton, NJ and has over 21 years of experience in the finance industry. Donald Delmonte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Marlton, NJ Sep 2015 - Current 1
Lincoln Financial Advisors Corp Fort Wayne, IN May 2009 - Sep 2015 6
Equity Services Inc. Montpelier, VT Aug 2004 - May 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Donald P. Delmonte
Phone Number: 440-519-2500
Registered State(s):
  • LA
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,439
    ACCOUNTS
  • Average Account Value
    $188,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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