RM
RM

Roy Miranda

17 Years of Experience
Maitland, FL
Sells Insurance

Roy Miranda is a registered investment advisor at Delta Capital Management, LLC, based in Maitland, FL, with 17 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 128 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$248.4M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

696 N Maitland Avenue, Maitland, FL, 32751

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Roy is the President and an insurance agent at Delta Insurance Group, LLC, dedicating full-time hours to selling insurance and financial products since 2010. He also serves as a media deacon for the Metro Church of Christ, spending a few hours per week on marketing, advertising, and web development.

Employment History
Current Registrations
Delta Capital Management, LLC
October 2010 - Present · 15 yrs 6 mos
Delta Advisory Group, INC.
July 2010 - Present · 15 yrs 9 mos
Previous Registrations
Mutual Service Corporation
January 2008 - December 2008 · 11 mos
Princor Financial Services Corporation
October 2006 - December 2007 · 1 yr 2 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.