Christopher E. Truesdell

DELTA CAPITAL MANAGEMENT

Maitland, FL 32751

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CRD#: 4175844

Professional summary

Christopher Elliott Truesdell, who also goes by Chris Elliott Truesdell, is a registered financial advisor currently at DELTA CAPITAL MANAGEMENT, LLC located in Maitland, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Elliott Truesdell

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.

1. The True Group, LLC - 341 Meadow Beauty Terrace, Sanford, FL 32771 - President since 01/2016 - Approx. 4 hours/month - Non-investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Elliott Truesdell'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

April 11, 2016 - Present

DELTA CAPITAL MANAGEMENT, LLC

Office #1: 698 N. Maitland Avenue Suite 201, Maitland, FL 32751

RIA

CRD#: 128350

Maitland, FL

Past

December 8, 2015 - October 6, 2017

DELTA ADVISORY GROUP, INC.

RIA

CRD#: 105966

ORLANDO, FL

Past

October 8, 2012 - October 13, 2015

PAYCHEX SECURITIES CORPORATION

CRD#: 39733

LAKE MARY, FL

Past

December 11, 2006 - January 9, 2007

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

LAKE MARY, FL

Past

May 15, 2000 - June 5, 2002

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

DELTA CAPITAL MANAGEMENT, LLC

DELTA CAPITAL MANAGEMENT, LLC | DONOVAN CASTERLINE LLC

CRD#: 128350 / SEC#: 801-118594

RIA

Registered Investment Advisory firm - (4/30/2020 Approved)

Florida

Registered Investment Advisory firm - (6/30/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (7/1/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(4/11/2016)

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: 10/23/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/10/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/13/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/5/2012

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 12/9/2006

General Securities Representative Examination

Current Firm

DELTA CAPITAL MANAGEMENT, LLC

DELTA CAPITAL MANAGEMENT, LLC | DONOVAN CASTERLINE LLC

CRD#: 128350 / SEC#: 801-118594

RIA

Registered Investment Advisory firm - (4/30/2020 Approved)

Florida

Registered Investment Advisory firm - (6/30/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (7/1/2020 Terminated)

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Contact information

Main Address

698 N. Maitland Avenue Suite 201, Maitland, FL 32751

Mailing Address

Phone number

(407) 422-2423

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DCM ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 248,375,866

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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Advisor Monitoring

Firm Stability Insights

Christopher E. Truesdell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Elliott Truesdell's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELTA ADVISORY GROUP, INC.

PAYCHEX SECURITIES CORPORATION

VOYA FINANCIAL ADVISORS, INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

DELTA CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2015

Series 63

Date: 6/10/2011

SIE

Date: 10/13/2015

Series 6

Date: 10/5/2012

Series 7

Date: 12/9/2006

Current Firm

DELTA CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DELTA CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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