Michael C. Delcolliano

WESTBOURNE INVESTMENTS

Keswick, VA

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CRD#: 1377874

Professional summary

Michael Carlo Delcolliano, who also goes by Del Colliano, is a registered financial advisor currently at WESTBOURNE INVESTMENTS, INC. located in Keswick, Virginia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Michael has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Del Colliano

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Carlo Delcolliano's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 13, 2007 - Present

WESTBOURNE INVESTMENTS, INC.

RIA

CRD#: 37499

Keswick, VA

Past

December 22, 1994 - February 26, 2010

WESTBOURNE INVESTMENTS, INC.

CRD#: 37499

ALEXANDRIA, VA

Past

July 19, 1993 - November 11, 1994

MONEY MANAGEMENT ADVISORY, INC.

CRD#: 14983

FEASTERVILLE, PA

Past

July 12, 1990 - May 5, 1993

ADVEST, INC.

CRD#: 10

HARTFORD, CT

Past

April 11, 1988 - August 8, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

June 20, 1985 - April 11, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WESTBOURNE INVESTMENTS, INC.

ARIBA ASSET MANAGEMENT | WESTBOURNE INVESTMENTS, INC.

CRD#: 37499 / SEC#: 801-36800, 8-47779

RIA

Registered Investment Advisory firm - SEC (6/6/1990 Approved)

Terminated by SEC on 02/20/2010

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(3/11/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/19/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/15/1985

General Securities Representative Examination

Current Firm

WESTBOURNE INVESTMENTS, INC.

ARIBA ASSET MANAGEMENT | WESTBOURNE INVESTMENTS, INC.

CRD#: 37499 / SEC#: 801-36800, 8-47779

RIA

Registered Investment Advisory firm - SEC (6/6/1990 Approved)

Terminated by SEC on 02/20/2010

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Contact information

Main Address

2121 Eisenhower Avenue Suite 605, Alexandria, VA 22314

Mailing Address

Phone number

(703) 294-6880

Established

Virginia since 03/12/1990

Firm type

Corporation

Fiscal year end

December

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESTBOURNE INVESTMENTS INC 2025 AMEND ADV PART 2A (4/24/2025)

Direct owners and executive officers

Name	Position	CRD#
WESTBOURNE ASSOCIATES, INC.	CORPORATION
GOODWYN, WILFRED LACY	CHAIRMAN & CEO & CHIEF COMPLIANCE OFFICER	225538

Regulatory assets under management

Total Number of Accounts	445
AUM (Assets Under Management)	$ 221,087,393

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael C. Delcolliano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Carlo Delcolliano's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTBOURNE INVESTMENTS, INC.

MONEY MANAGEMENT ADVISORY, INC.

ADVEST, INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

WESTBOURNE INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/1994

Series 63

Date: 6/19/1985

Series 7

Date: 6/15/1985

Current Firm

WESTBOURNE INVESTMENTS, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

WESTBOURNE INVESTMENTS, INC.

TRUST BUT VERIFY

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