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Dan Delzingaro
FIRST COMMAND ADVISORY SERVICES
Indian Harbour Beach, FL 32937
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CRD#: 7483088
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Professional summary
Dan Delzingaro is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Indian Harbour Beach, Florida and FIRST COMMAND BROKERAGE SERVICES, INC. located in Orlando, Florida.
Dan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Dan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
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.
Name of the other business: Dan Delzingaro PA Whether the business is investment-related: No Address of the other business: 2515 Red Maple Place, Melbourne, FL 32935 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Selfs Member The start date of your relationship: Feb 28, 2024 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I use this entity to run my First Command business.
CRS (Client Relationship Summary) - RIA
Click below to view Dan Delzingaro'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®
NoneExperience
Current
April 29, 2022 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 1413 S Patrick Dr Suite 10, Indian Harbour Beach, FL 32937RIA
CRD#: 281958
Indian Harbour Beach, FL
Current
April 16, 2022 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 605 E. Robinson St. Suite 510, Orlando, FL 32801BD
CRD#: 3641
Orlando, FL
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".
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 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
Florida(4/21/2022)
IAR
Florida(4/29/2022)
RR
Georgia(1/10/2024)
RR
Missouri(6/20/2023)
RR
Texas(9/30/2024)
IAR
Texas(10/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/16/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Firstcomm Plaza, Fort Worth, TX 76109
Mailing Address
Po Box 2387, Fort Worth, TX 76113-2387
Phone number
(817) 731-8621
Established
Firm type
Fiscal year end
# of Employees
1,787
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
