Frank Deluca (CRD# 2730827) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Green Brook Township, NJ and has over 7 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Institutions, Inc. | Meriden, CT | Mar 2024 - Current | < 1 |
| Financial Resources Federal Credit Union | Somerset, NJ | Jul 2019 - Current | 4 |
| Cuso Financial Sevices, LP | San Diego, CO | Jul 2019 - Mar 2024 | 4 |
| Pruco Securities LLC | Basking Ridge, NJ | Jan 2019 - Jun 2019 | < 1 |
| Beacon Trust Company | Morristown, NJ | Jun 2012 - Oct 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
| S63 | Uniform Securities State Law Examination | Jul 2019 |
- NJ
- TX
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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