Donald Delaria, Jr. (CRD# 4270869) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Hartford, CT and has over 23 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Gradient Investments, LLC | Arden Hills, MN | May 2021 - Current | 2 |
Capital Financial Management Nc, Inc. | Fuquay Varina, NC | Apr 2021 - Current | 3 |
Capital Consulting Group Nc, Inc. | Fuquay Varina, NC | Oct 2014 - Current | 9 |
Eqis Capital | San Rafael, CA | Aug 2012 - Current | 11 |
Brookstone Capital Management | Wheaton, IL | Jan 2022 - Sep 2023 | 1 |
Formula Folios Investments | Grand Rapids, MI | Sep 2015 - Dec 2021 | 6 |
Capital Financial Management Nc, Inc. | Fuquay Varina, NC | Apr 2011 - Dec 2020 | 9 |
Fidelity Wealth Management, Inc. | Fuquay Varina, NC | Mar 2013 - Oct 2014 | 1 |
Fidelity Insurance Group | Fuquay Varina, NC | Jan 1994 - Oct 2014 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2000 |
S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management2,012MILLIONS
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Total Number of Accounts13,073ACCOUNTS
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Average Account Value$153,898
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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