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Christopher Truesdell

10 Years of Experience
Maitland, FL

Christopher Truesdell is a registered investment advisor at Delta Capital Management, LLC, based in Maitland, FL, with 10 years of industry experience. Christopher 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

698 N. Maitland Avenue, Suite 201, 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 Activities

Christopher is the President of The True Group, LLC since 2016. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Delta Capital Management, LLC
April 2016 - Present · 10 yrs
Previous Registrations
Delta Advisory Group, INC.
December 2015 - October 2017 · 1 yr 10 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.