Delante L. Greer

OPULENTIA

Hunt Valley, MD 21031

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CRD#: 7545501

Professional summary

Delante Lendell Greer is a registered financial advisor currently at OPULENTIA, LLC located in Hunt Valley, Maryland.

Delante is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Delante has worked at 1 firm and has passed the Series 65 exam.

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.

Life and Health Insurance Advisor-Affiliated with AIG, Athene, and Allianz Site Coordinator-Ani Development Group

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Delante Lendell Greer'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 27, 2022 - Present

OPULENTIA, LLC

Office #1: 11350 Mccormick Road Executive Plaza Iii, Suite 508, Hunt Valley, MD 21031

RIA

CRD#: 314197

Hunt Valley, MD

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

Illinois
(1/2/2024)

IAR

Maryland
(4/27/2022)

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

State Security Law Exam

IAR

Series 65

Date: 1/31/2022

Uniform Investment Adviser Law Examination

Current Firm

OPULENTIA, LLC

CRD#: 314197 / SEC#:

Illinois

Registered Investment Advisory firm - (1/2/2024 Approved)

Maryland

Registered Investment Advisory firm - (1/6/2022 Approved)

New York

Registered Investment Advisory firm - (7/3/2023 Approved)

North Carolina

Registered Investment Advisory firm - (6/6/2023 Approved)

Virginia

Registered Investment Advisory firm - (10/30/2023 Approved)

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Contact information

Main Address

11350 Mccormick Road Executive Plaza 1 Ste. 301, Hunt Valley, MD 21031

Mailing Address

Phone number

(410) 740-6844

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	127
AUM (Assets Under Management)	$ 33,032,930

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.

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Delante L. Greer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Delante Lendell Greer's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPULENTIA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/31/2022

Current Firm

OPULENTIA, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OPULENTIA, LLC

TRUST BUT VERIFY

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