Dennis Arthur Deluca

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1997 → 04/2024
  Avantax Investment Services, Inc.
  Pittsburgh, PA
• 01/2013 → 04/2024
  Avantax Advisory Services
  Pittsburgh, PA
• 12/2005 → 01/2021
  Wppm, Llc
  Pittsburgh, PA
• 12/2005 → Present
  Af Mcgervey & Co, Llc
  Pittsburgh, PA
• 04/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2024 → Present
  Geisler & Company Financial Planning
  Pittsburgh, PA

Previous Registrations

• 2013-02-06 → 2024-05-02
  Avantax Advisory Services
  Pittsburgh, PA

Other Businesses

1. Co-owner, A.F. McGervey & Co, LLC; Tax Preparation, Accounting, Payroll Processing, Business Valuations and Succession Planning; as of 2005; 40% of time spent during business hours; Conducted at branch location; Not investment related. 2. Tax Preparation, Accounting, Payroll Processing, Business Valuations and Succession Planning, A.F. McGervey & Co, LLC; as of 2005; 40% of time spent during business hours; Conducted at branch; Not investment related. 3. Fixed insurance sales; as of 2/26/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-06-04

Other Names

• Dennis Arthur Deluca