AdFi
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Joseph Anthony Fischetti

Investment Adviser Representative at Delta Financial Advisors, Inc

Kensington, MDCRD #2748841Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joseph Anthony Fischetti is an investment adviser representative with Delta Financial Advisors, Inc in Kensington, MD, where they have been registered since 2021. They have worked in the securities industry since 1996 and were previously registered with Beacon Global Advisor Network, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in Maryland.

Office

10539 Metropolitan Avenue
Kensington, MD 20895-4015

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland
Broker:
1 state or territory

Maryland

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/21/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/21/1996

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Delta Financial Advisors, IncCurrent
1/5/2021 – Kensington, MD
Beacon Global Advisor Network, LLC
10/19/2017 – 11/9/2021Kensington, MD
Delta Financial Advisors, Inc
11/30/2004 – 12/31/2017Kensington, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Delta Financial Advisors, Inc.
    Apr 1996 – no end date reportedKensington, MD
  2. Regulus Financial Group, LLC
    Aug 2015 – no end date reportedKentwood, MI
  3. Beacon Global Advisor Network, LLC
    Oct 2017 – Nov 2021Kensington, MD
  4. Delta Insurance Agency, LLC
    Jan 2025 – no end date reportedKensington, MD

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Delta Financial Advisors, 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
Firm account minimum
$100,000 (waivable)
Firm's annual rate schedule by assets
  • Up to $250,0002.25%
  • $250,000 to $500,0002.00%
  • $500,001 to $1,000,0001.75%
  • $1,000,001 to $3,000,0001.50%

+3 more tiers on the firm profile

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net Worth

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:
1
Main office:
Kensington, MD
SEC file number:
801-120897

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 16, 2026

View full firm profile

Other advisors at Delta Financial Advisors, Inc

4 other advisors in the directory

View Delta Financial Advisors, Inc firm profile

Similar advisors in Kensington, MD

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Anthony Fischetti 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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