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Erik Charles Dellith

DELLITH WEALTH ADVISORY
FAIRVIEW, NJ
·CRD# 6316550·6 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Erik Dellith

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

DELLITH WEALTH ADVISORY·CRD# 339509
RIA
Fairview, NJ
April 10, 2026 - Present
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Parsippany, NJ
February 13, 2021 - December 9, 2024
SUMMIT FINANCIAL, LLC·CRD# 299322
RIA
Parsippany, NJ
July 17, 2020 - December 6, 2024

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Current Firm

DW
DELLITH WEALTH ADVISORY

DELLITH WEALTH ADVISORY | DELLITH, ERIK, CHARLES

CRD#: 339509
New Jersey
Registered Investment Advisory firm - New Jersey (4/10/2026 Approved)
New York
Registered Investment Advisory firm - New York (4/24/2026 Approved)

Contact Information

Main Address

Fairview, NJ

Phone Number

(201) 681-0756

# of Employees

1

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) Independent licensed insurance agent. 2) Owner of Dellith Risk Management, LLC, which provides life insurance solutions. 3) 50% CO-OWNER OF PAND, LLC, D/B/A/ PA DE THAI RESTAURANT LOCATED AT 264 OLD RIVER ROAD, EDGEWATER, NJ 07022. THIS IS A NON-INVESTMENT RELATED OUTSIDE BUSINESS ACTIVITY WHICH HE STARTED IN MARCH, 2011. HE DEVOTES LESS THAN FIVE HOURS PER MONTH TO THIS ACTIVITY AND DOES NOT WORK AT THIS ESTABLISHMENT, NOR DEVOTE ANY HOURS TO THIS BUSINESS DURING SECURITIES TRADING HOURS. 4) sole owner of Economic Ideas LLC - provides consulting services, including economic impact studies for business plans. 5) Contractor equity research analyst for Value Line, Inc. This is an investment-related outside business activity. He expects to devote approximately 35 hours per week to this role, including 10-15 hours during normal trading hours. He receives compensation for this activity.

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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.
IAR
New Jersey
(4/10/2026)
IAR
New York
(4/24/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2021About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2020About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2021About the Series 7TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2021About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2020About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Erik Charles Dellith's CRS (Customer Relationship Summary).

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