Amilka Delgado has been Managing Member & Chief Compliance Officer of Delgado Wealth Management since August 2014, is a control person of the firm and directly owns between 50% and 75% of it. Amilka Delgado holds a Bachelor of Science from Palm Beach Atlantic University.
Delgado Wealth Management, LLC is an Orlando, FL firm with $113M under management, 115 clients and 3 advisers in one office, as of its June 2026 filing.
Amilka Delgado is Founder & President of Wisdom Planning Group. Delgado founded Delgado Wealth Management, now known as Wisdom Planning Group, in 2014. Delgado's career in financial planning began in 1999 after service in the United States Marine Corps.
Amilka Delgado’s longest registration was 11 years at Charles Schwab & Co., Inc. (2003–2014). Before joining Delgado Wealth Management in 2019, Amilka Delgado was registered through Independent Financial Partners and Private Wealth Alliance, LLC.
- Wisdom Planning GroupCurrent– present · 6 yearsOrlando, FL · Adviser representative · Firm CRD 305721
- Independent Financial Partners– · 4 yearsOrlando, FL · Adviser representative · Firm CRD 125112
- Private Wealth Alliance, LLC– · under a yearWinter Park, FL · Adviser representative · Firm CRD 171880
- LPL Financial LLC– · under a yearWinter Park, FL · Adviser representative · Firm CRD 6413
- Charles Schwab & Co., Inc.– · 11 yearsOrlando, FL · Adviser representative · Firm CRD 5393
Professional designations
Listed by Delgado Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Amilka Delgado is registered as an investment adviser representative in 3 states. The first approvals date from December 2019; the most recent is Texas, in November 2022.
- FloridaSince 6 December 2019
- TexasSince 8 November 2022
- VirginiaSince 20 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 27 January 2010 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 15 January 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 March 2000 |
| Series 7 | General Securities Representative Examination | 16 March 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4097387
- Firm
- Delgado Wealth Management · CRD 305721
- Role
- Managing Member & Chief Compliance Officer
- Office
- 3322 CLAY AVE, Orlando, FL 32804
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wisdompg.com
Where does Amilka Delgado work?
Amilka Delgado has been Managing Member & Chief Compliance Officer of Delgado Wealth Management, LLC since August 2014, and is a control person of the firm.
Is Amilka Delgado a financial advisor?
Yes. Amilka Delgado has a current investment-adviser registration in Florida, Texas and Virginia, through Delgado Wealth Management since December 2019.
How many years of experience does Amilka Delgado have?
Amilka Delgado has 23 years in the financial industry, since February 2003, across 5 adviser firms.
What exams has Amilka Delgado passed?
Amilka Delgado has passed 4 licensing exams: the Series 7, Series 63, Series 9 and Series 10. The earliest, the Series 7, was passed in March 2000. FINRA credited Amilka Delgado with the SIE, which began in October 2018.
Where did Amilka Delgado work before Delgado Wealth Management?
Before Delgado Wealth Management, Amilka Delgado was registered through Private Wealth Alliance, LLC, February 2015 to June 2015; LPL Financial LLC, September 2014 to April 2015; Charles Schwab & Co., Inc., February 2003 to September 2014.
Where is Amilka Delgado based?
Amilka Delgado’s registered office is in Orlando, FL.
Is Amilka Delgado registered with FINRA?
No. Amilka Delgado has no current broker registration.
Is Amilka Delgado a CFP?
Delgado Wealth Management lists Amilka Delgado with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Amilka Delgado’s record?
Search CRD 4097387 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amilka Delgado’s full registration record.