Jesse Daniel D'elia
Investment adviser representative at Attleboro Wealth Management LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$129.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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.
- Attleboro Wealth Management LLCJan 2025 to now
- The Vanguard Group, Inc.Jan 2014 to Feb 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Attleboro Wealth Management LLC
$129.3MAssets managed
142Clients
5Advisers
1 yearIn 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
- 6279918
- Firm CRD
- 318056