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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-18 |
| NY | RA | APPROVED | 2024-03-18 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
Henrietta, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services | Holbrook | NY | 12/2010 | 02/2024 |
| Private Advisor Group, Llc | Morristown | NJ | 02/2024 | Present |
1.Mr. Delisanti uses Delisanti Wealth Management as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Delisanti is registered at, and is related to his investment services practice. Mr. Delisanti devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Delisanti devotes to activity providing investment services through PAG. 2.Mr. Delisanti holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Delisanti provides. Mr. Delisanti may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Delisanti to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group. 3.Mr. Delisanti serves as a Varsity Basketball Coach and Boys Biddy Basketball Director for Honeoye Central School, which activity is separate and apart from Private Advisor Group, LLC. Mr. Delisanti devotes about 46 hours per month to this activity, including about 6 hours during securities trading hours (from November through February.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-26 |
| S66 | Uniform Combined State Law Examination | 2002-02-21 |
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