Dana L Deluca
Investment adviser representative at Steward Partners Investment Advisory, LLC
12 yearsExperience
1 stateRegistered in
$36.7BFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Steward Partners Investment Advisory, LLCNov 2025 to now
- Steward Partners Global Advisory, LLCNov 2025 to now
- Steward Partners Investment Solutions, LLCNov 2025 to now
- Morgan Stanley Smith Barney LLCSep 2017 to Nov 2025
- Morgan Stanley & Co. LLCMay 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CT).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 6003387
- Firm CRD
- 283004