Alfred Charles Dellaporta

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 09/1990 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 03/2001 → Present
  Allegiance Financial Advisors, Inc.
  Jacksonville, FL
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Jacksonville, FL

Previous Registrations

• 2004-06-28 → 2018-11-02
  Signator Investors, Inc.
  Jacksonville, FL

Other Businesses

1. ALLEGIANCE FINANCIAL ADVISORS, INC. POSITION: President/Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/23/2000 ADDRESS: 3112 St. Johns Bluff Rd S, Jacksonville FL 32246, United States DESCRIPTION: Manage day to day activities of IRIA Manage client accounts 2. DP BROKERAGE, INC. POSITION: President/Owner NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2003 ADDRESS: 3112 St. Johns Bluff Rd S, Jacksonville FL 32246, United States DESCRIPTION: Manage Group and Individual Health Insurance 3. DELLA PORTA AGENCY, LLC POSITION: Owner NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/17/2000 ADDRESS: 3112 St. Johns Bluff Rd. S., Jacksonville FL 32246, United States DESCRIPTION: Insurance broker for fixed products

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-24
• S63 Uniform Securities Agent State Law Examination
  1998-11-05

Other Names

• Al Dellaporta
• Alfred Charles Dellaporta
• Alfred Charles Della Porta