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DD

Darin D. Delozier

FRASSATI WEALTH
EL CAJON, CA
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CRD#: 8013200
DD
Darin Dale DelozierFRASSATI WEALTH

Professional summary

Darin Dale Delozier is a registered financial advisor currently at FRASSATI WEALTH located in El Cajon, California.

Darin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Darin has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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: Catholic Answers Nature of Business: American Catholic Advocacy Group Address: 2020 Gillespie Way, El Cajon, CA 92020 Start Date: 05/2005 Investment-Related: No Title/Position/Relationship/Duties: Studio Operations Manager - oversees the daily technical operations, equipment configurations, and production logistics for the organization's audio/video productions. # Hours/Month: 160 # Hours/Month During Trading Hours: 100

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darin Dale Delozier'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

July 16, 2026 - Present

FRASSATI WEALTH

RIA
CRD#: 342753
EL CAJON, CA
Past

December 18, 2024 - May 12, 2026

FOUNDATION WEALTH PLANNING

RIA
CRD#: 313197
EL CAJON, CA

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
California
(7/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/28/2022
Uniform Investment Adviser Law Examination

Current Firm

FW
FRASSATI WEALTH
FRASSATI WEALTH | FRASSATI WEALTH LLC

CRD#: 342753 / SEC#:

California
Registered Investment Advisory firm - (7/16/2026 Approved)
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Contact information

Main Address
El Cajon, CA
Mailing Address
Phone number
(619) 333-1277
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

FRASSATI WEALTH

CRD#: 342753El Cajon, CA

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