Tony Edward Dalton
Investment Adviser Representative at Kintra Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tony Edward Dalton is an investment adviser representative in Marysville, OH, currently registered with Kintra Wealth, LLC and Kintra Investments, LLC. They have worked in the securities industry since 1993 and have been registered with 4 firms, including Commonwealth Financial Network and Metlife Securities Inc. They have passed 5 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio and Texas.
Registrations & licenses
- Investment adviser:
- Ohio, Texas
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.
- MSI Financial IncJul 2016 – May 2017Charlotte, NC
- Massachusetts Mutual Life Insurance CompanyJul 2016 – May 2017Springfield, MA
- Commonwealth Financial NetworkMay 2017 – Mar 2021Waltham, MA
- Commonwealth Financial NetworkMar 2021 – Dec 2023Waltham, MA
- McCarthy & CoxMay 2017 – Jan 2026Marysville, OH
- Kintra Wealth ,LLCJan 2026 – no end date reportedMarysville, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kintra Wealth, LLC
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
- Fixed fee
- Estimated blended rate
- 0.015
- First $500,0001.50%
- Next $500,0001.25%
- Next $1,000,0001.00%
- Next $3,000,0000.95%
+1 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 planning, responsible investing, risk assessment, insurance solutions, retirement planning, asset management, long-term planning, and business planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 43
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Williamsport, PA
- SEC file number:
- 801-114485
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 20, 2026
View full firm profileOther advisors at Kintra Wealth, LLC
Showing 12 of 43 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tony Edward Dalton 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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