Advisor at Expert Financial Services, LLC
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Firm
Expert Financial Services, LLC
Location
Wexford, PA 15090
Credentials
Series 63, Series 65
Industry experience
27 years
Todd Delligatti is the president of Expert Financial Services, LLC, an independent investment advisory firm based in Wexford, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including a tenure at Leigh Baldwin & Co., LLC since 2014. Outside of financial advising, he is involved in restaurant management through M&J Management Corp, where he handles accounting and tax preparation. Expert Financial Services primarily serves individual clients, as well as pension and profit-sharing plans, charitable organizations, businesses, trusts, and estates. The firm provides portfolio management and asset allocation services using a variety of strategies, and offers both non-discretionary and limited discretionary investment management.
Based on Expert Financial Services, LLC
0.70% to 1.00% annually, negotiable depending on size and complexity
Commissions earned by the principal owner as a registered representative of a broker/dealer; commissions do not exceed 50% of total revenue
Fee-only: Advisory fees based on percentage of AUM between 0.70% and 1.00%, negotiable
11676 Perry Highway, Suite 2201
Wexford, PA 15090
Pennsylvania
Leigh Baldwin & CO., LLC
2014 - Present (12 years)
M&J Management Corp
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 65
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Series 65
Pittsburgh, PA
Franklin Madison Private Wealth
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