Charles Thomas Deluca
Investment adviser representative at &partners
10 yearsExperience
1 stateRegistered in
$30.3BFirm assets
35 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- &partnersOct 2025 to now
- LPL Financial LLCApr 2025 to Oct 2025
- Miami UniversityAug 2024 to May 2025
- Parkview Partners Capital ManagementMay 2024 to Aug 2024
- Miami UniversityAug 2023 to May 2024
- City of HilliardMay 2023 to Aug 2023
- Miami UniversityAug 2022 to May 2023
- ChipotleMay 2022 to Aug 2022
- Miami UniversityAug 2021 to May 2022
- UnemployedJun 2021 to Aug 2021
- Hilliard Bradley High SchoolAug 2020 to May 2021
- Heritage Golf ClubJun 2020 to Aug 2020
- Hilliard Bradley High SchoolAug 2019 to May 2020
- Heritage Golf ClubJun 2019 to Aug 2019
- Bishop Ready High SchoolAug 2018 to May 2019
- St. Brendan's SchoolAug 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 7332259
- Firm CRD
- 3767