Robert A Persichitte
CFP®Professional Summary
Robert A Persichitte, CFP® is a registered financial advisor currently at DELAGIFY FINANCIAL located in Arvada, Colorado. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Robert has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Tax Planning
- Financial Planning
- Business Services
- Retirement Planning
- Estate & Legacy Planning
Specializations
Biography
Robert Persichitte, CPA, CFP®, has guided business leaders and individuals with financial and investment decisions for over eight years. He is an accountant at heart and an award-winning analyst known for using data to make sound decisions. He is driven to improve the world and help clients invest in organizations that align with their values by specializing in Environmental, Social, and Governance (ESG) stocks. Since 2017, he has been the director of the Volunteer Income...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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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Credentials
Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
DELAGIFY FINANCIAL | DELAGIFY FINANCIAL, LLC
Contact Information
Main Address
Arvada, COPhone Number
(720) 515-4762# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
98AUM (Assets Under Management)
$14,478,373Similar Advisors
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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.
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State Registrations and Notice Filings
(1/28/2022)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert A Persichitte's CRS (Customer Relationship Summary).
Services Offered by Robert
- Tax Planning
- Financial Planning
- Business Services
- Retirement Planning
- Estate & Legacy Planning
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