Thomas J. Deluca

DELUCA FINANCIAL PLANNING

Paoli, PA 19301

CRD#: 8224465

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Professional summary

Thomas Joseph Deluca, who also goes by Thomas Joseph De Luca, is a registered financial advisor currently at DELUCA FINANCIAL PLANNING located in Paoli, Pennsylvania.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Thomas has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas Joseph De Luca

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Joseph Deluca'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

March 23, 2026 - Present

DELUCA FINANCIAL PLANNING

Office #1: 15 Paoli Plz Suite E1, Paoli, PA 19301

RIA

CRD#: 340286

Paoli, PA

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

Pennsylvania
(3/23/2026)

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

State Security Law Exam

IAR

Series 65

Date: 12/23/2025

Uniform Investment Adviser Law Examination

Current Firm

DELUCA FINANCIAL PLANNING

DELUCA FINANCIAL PLANNING | DFP | DELUCA FINANCIAL PLANNING LLC

CRD#: 340286 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/23/2026 Approved)

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Contact information

Main Address

15 Paoli Plaza Suite E1, Paoli, PA 19301

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Thomas J. Deluca

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Joseph Deluca's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELUCA FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/2025

Current Firm

DELUCA FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

DELUCA FINANCIAL PLANNING

TRUST BUT VERIFY

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