Anthony A Salotto
AS
CFP
Anthony A Salotto
AS
CFP

Anthony Salotto

16 Years of Experience

Anthony Salotto is a CFP-designated registered investment advisor at Delphinus Financial Advisors, LLC, based in Mansfield, MA, with 16 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 90 clients with $160M in assets under management.

Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
90 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$157.1M

Fee Structure

Planning is included in investment management

If you choose to have Delphinus Financial Advisors manage your investments, they will invest your money based on your goals, how much risk you're comfortable with, and your timeline. Delphinus has the authority to buy and sell investments in your account without asking you first.

Loading...

Contact

Anthony A Salotto
AS
Anthony Salotto

Location

56 Pratt Street, Mansfield, MA, 02048

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Delphinus Financial Advisors, LLC
March 2010 - Present · 16 yrs 1 mo
State Registrations1 state
MA
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.
Anthony A Salotto
AS
Contact
Anthony Salotto
Anthony Salotto - Financial Advisor | TrueAdvisor