DW

Delia L. Wright

CETERA INVESTMENT ADVISERS
Fort Lauderdale, FL 33301
Some features on this profile are disabled
CRD#: 5936575
DW

Professional summary


Delia Louisa Wright, who also goes by Delia Louisa Papas, Delia Papas, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fort Lauderdale, Florida and CETERA WEALTH SERVICES, LLC located in Fort Lauderdale, Florida.

Delia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Delia has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Delia Louisa Papas | Delia Papas

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 Delia Louisa Wright'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

May 20, 2024 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 110 E. Broward Blvd #1723, Fort Lauderdale, FL 33301
RIA
CRD#: 105644
Fort Lauderdale, FL
Current

May 20, 2024 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 110 E. Broward Blvd #1723, Fort Lauderdale, FL 33301
BD
CRD#: 13572
Fort Lauderdale, FL
Past

March 18, 2022 - May 28, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Fort Lauderdale, FL
Past

March 18, 2022 - May 28, 2024

MORGAN STANLEY

BD
CRD#: 149777
Fort Lauderdale, FL
Past

August 21, 2017 - March 29, 2022

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
FT. LAUDERDALE, FL
Past

July 19, 2017 - March 29, 2022

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
FT. LAUDERDALE, FL
Past

August 27, 2013 - August 4, 2015

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
ANDOVER, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/20/2024)
RR
Connecticut
(6/25/2024)
RR
Florida
(5/20/2024)
IAR
Florida
(5/22/2024)
RR
Maine
(5/20/2024)
RR
Massachusetts
(5/20/2024)
RR
New York
(5/20/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/17/2017
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 6/22/2018
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information


Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
12/13/2024
09/26/2023

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


CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Fort Lauderdale, FL 33301

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