Nicholas Athanasios Angelis
Investment adviser representative at Delta Financial Advisors, Inc
17 yearsExperience
2 statesRegistered in
$234MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Delta Financial Advisors, IncJun 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Delta Financial Advisors, Inc
$234MAssets managed
245Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4123544
- Firm CRD
- 121907