Firm Profile
Delta Equity is a full service independent broker dealer and FINRA member firm. Since 1985, we have serviced the financial needs of our investment clients through a network of independent financial advisors across the US.
Client accounts are held and securities are cleared through Pershing, LLC, a subsidiary of The Bank of New York Mellon Corporation and member of the New York Stock Exchange. Bank of New York Mellon is the oldest US banking institution founded by Alexander Hamilton in 1784.
Home Office
Delta Equity Services Corp.
579 Main Street
Bolton, MA 01740
Phone
(800) 649-3883
(978) 779-5361
Fax (978) 779-5356
Year Founded
1985
Branch Offices
48
Memberships Affiliations
FINRA, SIPC, MSRB
Securities licensed in all 50 US states, DC & PR
Clearing & Custody
Pershing, LLC, Bank of New York Mellon
Exchange memberships:
New York Stock Exchange
London Stock Exchange
Registered Investment Advisor
Delta Global Asset Management (SEC registered)
Securities Offered
Stocks, Bonds, Options, Exchange Traded Funds
Mutual Funds, Variable Annuities, Hedge Funds
Services Offered
Wealth Management, Asset Management,
Trustee Services, Lending Solutions,
Retirement Plan Services, Retail Securities Brokerage
Institutional Securities Brokerage
Account Insurance
Excess account protection against financial
Institution failure (see coverage)
|
|
