DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Drew A Marchitello

Delta Investment Management, LLCindependent RIAWest Sacramento, CaIA-onlyIAPD 2056506

Feed of 09/14/2026

Also filed as Drew Allen Marchitello

At current firm

2 y

since Apr 9, 2024

In the industry

36 y

since Jul 20, 1990 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Delta Investment Management, LLC independent RIA current
since Apr 9, 2024 · West Sacramento, Ca
Perigon Wealth Management, LLC independent RIA
Jul 8, 2021 to Mar 28, 2024 · San Francisco, Ca
J.P. Morgan Securities LLC wirehouse
Oct 1, 2012 to May 21, 2021 · San Jose, Ca
Chase Investment Services Corp. former
Jul 6, 2005 to Oct 1, 2012 · Oakland, Ca
Banc One Securities Corporation unclassified
Nov 15, 2004 to Jul 6, 2005 · Bellaire, Oh
Pnc Wealth Management BD affiliated
Jan 1, 2004 to May 18, 2004 · Pittsburgh, Pa
J.J.B. Hilliard, W.L. Lyons, LLC former
Jun 9, 2003 to Jan 1, 2004 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

Perigon Wealth Management, LLC to Delta Investment Management, LLC
left Mar 28, 2024, registered Apr 9, 2024 (12 days) · RIA to RIA
J.P. Morgan Securities LLC to Perigon Wealth Management, LLC
left May 21, 2021, registered Jul 8, 2021 (48 days) · Wirehouse to independent RIA
Chase Investment Services Corp. to J.P. Morgan Securities LLC
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
Banc One Securities Corporation to Chase Investment Services Corp.
left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move
Pnc Wealth Management to Banc One Securities Corporation
left May 18, 2004, registered Nov 15, 2004 (181 days) · Other
J.J.B. Hilliard, W.L. Lyons, LLC to Pnc Wealth Management
left Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move

Signals

Drew A Marchitello left Perigon Wealth Management, Llc for Delta Investment Management, Llc (registered 2024-04-09)
Mar 28, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 36derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address