Delta Advisory Group, Inc.

Delta Advisory Group, Inc. (CRD# 105966) is a financial advisory firm headquartered in Orlando, FL. They manage $30,702,599 in 436 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $70,419
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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.

CA, FL, GA, IL, KS, MI, MN, NC, NY, OH, OR, PA, SC, TX, WI

Financial Advisors at Delta Advisory Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Donald C. Nestor
CRD#: 1055907
189 South Orange Avenue, Suite 1650, Orlando, FL 32801
96
Wealthminder
score

Donald Nestor (CRD# 1055907) is an Investment Advisor Representative working at Delta Advisory Group, Inc. in Orlando, FL and has over 35 years of experience in the finance industry. Donald Nestor 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
Roy F. Miranda
CRD#: 1139046
189 South Orange Avenue, Suite 1650, Orlando, FL 32801
93
Wealthminder
score

Roy Miranda (CRD# 1139046) is an Investment Advisor Representative working at Delta Advisory Group, Inc. in Orlando, FL and has over 34 years of experience in the finance industry.

3
Alexander J. Moore
CRD#: 6074313
189 South Orange Avenue, Suite 1650, Orlando, FL 32801
93
Wealthminder
score

Alexander Moore (CRD# 6074313) is an Investment Advisor Representative working at Delta Advisory Group, Inc. in Orlando, FL and has over 5 years of experience in the finance industry.

4
John C. Wagner
CRD#: 1531551
2200 Lucien Way, Suite 420, Maitland, FL 32751
93
Wealthminder
score

John Wagner (CRD# 1531551) is an Investment Advisor Representative working at Delta Advisory Group, Inc. in Maitland, FL and has over 20 years of experience in the finance industry.

5
Sean D. Casterline
CRD#: 2212919
520 Crown Oak Centre Drive, Longwood, FL 32750
86
Wealthminder
score

Sean Casterline (CRD# 2212919) is an Investment Advisor Representative working at Delta Advisory Group, Inc. in Longwood, FL and has over 23 years of experience in the finance industry.

6
Charles C. Smith
CRD#: 871804
189 South Orange Avenue, Suite 1650, Orlando, FL 32801
83
Wealthminder
score

Charles Smith (CRD# 871804) is an Investment Advisor Representative working at Delta Advisory Group, Inc. in Orlando, FL and has over 32 years of experience in the finance industry.

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