Alexander Phillip Petsos
Investment Adviser Representative at Delta Advisory Group, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alexander Phillip Petsos is an investment adviser representative in Maitland, FL, currently registered with Delta Advisory Group, Inc. and Delta Capital Management, LLC. They have worked in the securities industry since 2021. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Rollins CollegeAug 2012 – Mar 2017Winter Park, FL
- WALT Disney CompanyJun 2016 – Mar 2017Orlando, FL
- BNY MellonMar 2017 – Jun 2018Lake Mary, FL
- LEE Hecht HarrisonJun 2018 – May 2021Maitland, FL
- Delta Capital ManagementMay 2021 – no end date reportedMaitland, FL
- Storage Units Capital Management CorpMay 2021 – no end date reportedMaitland, FL
- Delta Advisory Group IncAug 2022 – no end date reportedMailtand, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Delta Advisory Group, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Estimated blended rate
- 0.0295
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, retirement planning, rollover management (including 401K rollovers), and estate management, delivered through client-specific financial analysis and proprietary investment research.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Maitland, FL
- SEC file number:
- 801-126783
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Delta Advisory Group, Inc.
4 other advisors in the directory
Similar advisors in Maitland, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Phillip Petsos has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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