AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GD

Guy-max Delphin

DELPHIN INVESTMENTS
NEW YORK, NY
Some features on this profile are disabled
CRD#: 3083371
GD

Professional summary


Guy-max Delphin, who also goes by Guymax Delphin, is a registered financial advisor currently at DELPHIN INVESTMENTS located in New York, New York.

Guy-max is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Guy-max has worked at 3 firms and has passed the Series 65, Series 63, Series 86, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Guymax Delphin

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 Guy-max Delphin's 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

September 6, 2024 - Present

DELPHIN INVESTMENTS

RIA
CRD#: 149126
NEW YORK, NY
Past

February 17, 2009 - December 13, 2018

DELPHIN INVESTMENTS

RIA
CRD#: 149126
BALDWIN, NY
Past

June 9, 2005 - July 3, 2006

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

May 10, 2002 - June 10, 2005

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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
New York
(9/6/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/14/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DI
DELPHIN INVESTMENTS
DELPHIN INVESTMENTS | DELPHIN INVESTMENTS, INC. | DELPHIN INVESTMENTS LLC

CRD#: 149126 / SEC#:

Connecticut
Registered Investment Advisory firm - (12/13/2018 Terminated)
New York
Registered Investment Advisory firm - (6/3/2016 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
New York, NY
Mailing Address
2424 Broadway Box 273, New York, NY 10024
Phone number
(212) 348-3465
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts5
AUM (Assets Under Management)$ 4,100,000

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.

Company Information


DELPHIN INVESTMENTS

CRD#: 149126New York, NY

TRUST BUT VERIFY

Monitor Guy-max Delphin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics