Delphin Investments

Delphin Investments (CRD# 149126) is a financial advisory firm headquartered in Baldwin, NY. They manage $3,500,000 in 27 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $129,630
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Delphin Investments
Showing 1 - 3 of 3 top financial advisors.
1
Andre I. McDonnaugh
CRD#: 1446177
2425 Grand Ave., Baldwin, NY 11510
96
Wealthminder
score

Andre McDonnaugh (CRD# 1446177) is an Investment Advisor Representative working at Delphin Investments in Baldwin, NY and has over 30 years of experience in the finance industry. Andre McDonnaugh 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.

2
Guy-max Delphin
CRD#: 3083371
2425 Grand Ave., Baldwin, NY 11510
93
Wealthminder
score

Guy-max Delphin (CRD# 3083371) is an Investment Advisor Representative working at Delphin Investments in Baldwin, NY and has over 15 years of experience in the finance industry.

3
Marci B. Rossell
CRD#: 4060396
46 Southfield Avenue, Suite 205, 3 Stamford Landing, Stamford, CT 06902
89
Wealthminder
score

Marci Rossell (CRD# 4060396) is an Investment Advisor Representative working at Delphin Investments in Stamford, CT and has over 2 years of experience in the finance industry.

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