This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

DELTA INVESTMENT MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 20, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

6

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jul 20, 1990

First registration

Jun 9, 2003

Dual registered

no

Other names

DREW ALLEN MARCHITELLO

IAPD individual key

2056506

• Occurred

  Mar 28, 2024
  Advisor changed firm

  Drew A Marchitello left Perigon Wealth Management, Llc for Delta Investment Management, Llc (registered 2024-04-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e0bd9e21-cb03-c54e-9734-65db4bda9857

First observed

Jun 9, 2003

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.