Investment adviser representative · Certified Advisory Corp.
Delbert W. Smith
CRD 4132702 · Altamonte Springs, FL
At a glance
Delbert W. Smith is an investment adviser representative with Certified Advisory Corp. in Altamonte Springs, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Delbert’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Certified Advisory Corp.Since July 2021Altamonte Springs, FL · $3.0B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Delbert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.