Anthony A. Salotto
DELPHINUS FINANCIAL ADVISORS
Mansfield, MA 02048
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CRD#: 5756043
Professional summary
Anthony A Salotto, CFP® is a registered financial advisor currently at DELPHINUS FINANCIAL ADVISORS, LLC located in Mansfield, Massachusetts.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Anthony has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Tax Planning
Education Planning
Retirement Planning
Investment Planning
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Entrepreneurs
Estate & Generational Planning...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony A Salotto'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®
CFP®
Start date: 2013
Experience
Current
March 19, 2010 - Present
DELPHINUS FINANCIAL ADVISORS, LLC
Office #1: 56 Pratt Street, Mansfield, MA 02048RIA
CRD#: 152952
Mansfield, MA
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".
DELPHINUS FINANCIAL ADVISORS, LLC
DELPHINUS FINANCIAL ADVISORS, LLC
CRD#: 152952 / SEC#: 801-129648
RIA
Registered Investment Advisory firm - (3/8/2024 Approved)Massachusetts
Registered Investment Advisory firm - (3/12/2024 Terminated)Rhode Island
Registered Investment Advisory firm - (3/15/2024 Terminated)Texas
Registered Investment Advisory firm - (3/12/2024 Terminated)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
Massachusetts(3/19/2010)
IAR
Texas(12/3/2017)
Current Firm
DELPHINUS FINANCIAL ADVISORS, LLC
DELPHINUS FINANCIAL ADVISORS, LLC
CRD#: 152952 / SEC#: 801-129648
RIA
Registered Investment Advisory firm - (3/8/2024 Approved)Massachusetts
Registered Investment Advisory firm - (3/12/2024 Terminated)Rhode Island
Registered Investment Advisory firm - (3/15/2024 Terminated)Texas
Registered Investment Advisory firm - (3/12/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
56 Pratt Street, Mansfield, MA 02048
Mailing Address
12 Giles Place #230, Mansfield, MA 02048
Phone number
(781) 780-2439
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 336 |
| AUM (Assets Under Management) | $ 132,649,968 |
Red Flags
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Company Information
DELPHINUS FINANCIAL ADVISORS, LLC
CRD#: 152952Mansfield, MA 02048TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
