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ED

Erik C. Dellith

DELLITH WEALTH ADVISORY
FAIRVIEW, NJ
Some features on this profile are disabled
CRD#: 6316550
ED

Professional summary

Erik Charles Dellith, who also goes by Erik Dellith, is a registered financial advisor currently at DELLITH WEALTH ADVISORY located in Fairview, New Jersey.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Erik has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erik Dellith

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 Erik Charles Dellith'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

April 10, 2026 - Present

DELLITH WEALTH ADVISORY

RIA
CRD#: 339509
FAIRVIEW, NJ
Past

February 13, 2021 - December 9, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Parsippany, NJ
Past

July 17, 2020 - December 6, 2024

SUMMIT FINANCIAL, LLC

RIA
CRD#: 299322
PARSIPPANY, NJ

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 Jersey
(4/10/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/13/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/9/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/26/2021
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/13/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/12/2020
Securities Industry Essentials Examination

Current Firm

DW
DELLITH WEALTH ADVISORY
DELLITH WEALTH ADVISORY | DELLITH, ERIK, CHARLES

CRD#: 339509 / SEC#:

New Jersey
Registered Investment Advisory firm - (4/10/2026 Approved)
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Contact information

Main Address
Fairview, NJ
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

DELLITH WEALTH ADVISORY

CRD#: 339509Fairview, NJ

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