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Erik D
Series 63, Series 65
Fairview, NJ
Dellith Wealth Advisory
Erik Dellith is a financial advisor at Dellith Wealth Advisory with over a decade of experience in wealth management. He holds Series 63 and Series 65 licenses and has worked at firms including Rex Global Wealth Management, Summit Financial, and Purshe Kaplan Sterling Investments. He also has academic experience at the University of Mount Saint Vincent and Bergen Community College. Dellith Wealth Advisory provides portfolio management and financial planning services for individuals, high-net-worth clients, and business entities. The firm employs a client-specific Investment Policy Statement and uses a combination of cyclical, fundamental, quantitative, technical, and modern portfolio theory analyses to guide asset allocation and security selection.
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