Stephen Anthony Dellelo

Employer firm

Prosperity Capital Advisors CRD 156480

$4.39B regulatory AUM 299 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2005 → 06/2023
  Next Financial Group, Inc.
  West Bridgewater, MA
• 06/2023 → Present
  C2P Capital Advisory Group D.b.a. Prosperity Capital Advisors
  Westlake, OH
• 04/2022 → Present
  Retirement Income Strategies, Llc Dba Dellelo Wealth Management
  South Easton, MA

Previous Registrations

• 2005-09-13 → 2023-06-22
  Next Financial Group, Inc.
  South Easton, MA
  South Easton, MA
  Easton, MA
• 2005-01-31 → 2005-08-26
  Investors Capital Corp.
  Easton, MA
• 2003-11-19 → 2005-01-13
  Eastern Point Advisors Inc.
  South Easton, MA

Other Businesses

1) RETIREMENT INCOME STRATEGIES LLC d.b.a. Dellelo Wealth Management POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 07/27/2005 ADDRESS: 944 Washington St Suite 1A South Easton, MA 02375 DESCRIPTION: Mr. Dellelo is the owner of Retirement Income Strategies, Inc. d.b.a. Dellelo Wealth Management. This entity is in place to accept advisory and insurance commissions and handle the day-to-day finances of the the business. 2) STEPHEN DELLELO POSITION: Owner NATURE: Rental income from vacation property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 35 Monomoy Road, HarwichPort MA 02646, United States DESCRIPTION: Passive Rental income. Maintain property for vacation rentals 3) Mr. Dellelo is a licensed insurance agent. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Dellelo spends approx. 20 hrs/week during trading hours on this activity. 4) Mr. Dellelo is the Owner and President of Shovel Town Tax, LLC which offers tax preparation services. Mr. Dellelo spends about 5 hours per month on this activity during trading hours. This is a non-investment related activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-15
• S63 Uniform Securities Agent State Law Examination
  1991-11-12

Designations

• Chartered Financial Consultant

Other Names

• Stephen A Dellelo