Joseph Anthony Fischetti

Employer firm

Delta Financial Advisors, Inc CRD 121907

$234M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/1996 → Present
  Delta Financial Advisors, Inc.
  Kensington, MD
• 08/2015 → Present
  Regulus Financial Group, Llc
  Kentwood, MI
• 10/2017 → 11/2021
  Beacon Global Advisor Network, Llc
  Kensington, MD
• 01/2025 → Present
  Delta Insurance Agency, Llc
  Kensington, MD

Previous Registrations

• 2017-10-19 → 2021-11-09
  Beacon Global Advisor Network, Llc
  Kensington, MD
• 2004-11-30 → 2017-12-31
  Delta Financial Advisors, Inc
  Kensington, MD
  Kensington, MD

Other Businesses

1) Broker-Dealer Registered Representative for Regulus, LLC since 8/24/2015. Located at: 10539 Metropolitan Avenue, Kensington, MD 20895. Investment-related. 2) Joseph is the Sargent at Arms for the Exhiled Soul Motorcycle Club. He assists with club operations and does not receive compensation. This take 30 hours per month with 0 during trading hours. 3) Business Name: Papis OC - Investment Related: No - Address: 1500 Philadelphia Ave, Ocean City, MD 21842 - Nature of Business: Restaurant - Title or Relationship: Passive Investor - Start Date: 8/1/2024 - Hours per month: 0 - Hours per month during trading hours: 0 - Duties: Passive outside investor 4) Delta Insurance Agency, LLC; Owner; Kensington, MD; Investment related insurance entity to run commissioned insurance sales through. Affiliated with Delta Financial Advisors. Less than 10 hours per week during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-21

Other Names

• Joe Fischetti
• Joseph Anthony Fischetti