Juan Carlos Delgado
Investment adviser representative at Fellowship Financial Group
12 yearsExperience
1 stateRegistered in
$175.9MFirm assets
2 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Fellowship Financial GroupJan 2026 to now
- New York Life Securities LLCJan 2025 to Jan 2026
- New York Life Insurance CompanyAug 2024 to Jan 2026
- Brisa America CorpApr 2018 to Nov 2024
- La Rosa Realty LLCNov 2014 to Nov 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fellowship Financial Group
Legal name: Fellowship Investment Advisors, LLC
$175.9MAssets managed
492Clients
3Advisers
2 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
- 7960443
- Firm CRD
- 154103