Todd Delligatti, financial advisor Wexford PA

Todd Delligatti

CRD Number: 3089741
Current Firm: Expert Financial Services, LLC

Todd Delligatti (CRD# 3089741) is an Investment Advisor Representative working at Expert Financial Services, LLC in Wexford, PA and has over 25 years of experience in the finance industry.

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Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Leigh Baldwin & Company, LLC Cazenovia, NY May 2014 - Current 9
M&j Management Corp Pittsburgh, PA May 1992 - Current 31
Wrp Investments, Inc. Pittsburgh, PA Nov 2000 - May 2014 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Todd A. Delligatti
Phone Number: 412-963-7978
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    79
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $567,626
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

PA

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