Drew Marchitello has been an investment adviser representative at Delta Investment Management since April 2024, and is not listed among the firm’s executive officers or direct owners.
Delta Investment Management, LLC is a San Francisco, CA firm with $857M under management, 1,099 clients and 25 advisers across 11 offices, as of its April 2026 filing.
Drew Marchitello’s longest registration was 8 years at J.P. Morgan Securities LLC (2012–2021). Before joining Delta Investment Management in 2024, Drew Marchitello was registered through Perigon Wealth Management, LLC and J.P. Morgan Securities LLC.
- – present · 2 yearsWest Sacramento, CA · Adviser representative · Firm CRD 149596
- Perigon Wealth Management, LLC– · 2 yearsWest Sacramento, CA · Adviser representative · Firm CRD 131037
- J.P. Morgan Securities LLC– · 8 yearsFremont, CA · Adviser representative · Firm CRD 79
- Chase Investment Services Corp.– · 7 yearsCastro Valley, CA · Adviser representative · Firm CRD 25574
- Banc One Securities Corporation– · under a yearBellaire, OH · Adviser representative · Firm CRD 16999
- PNC Investments– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 129052
- Hilliard Lyons Asset Management– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 453
Investment adviser representative registrations
Drew Marchitello is registered as an investment adviser representative in California, since April 2024.
- CaliforniaSince 9 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 27 March 2024 |
| Series 53 | Municipal Securities Principal Examination | 27 March 2024 |
| Series 4 | Registered Options Principal Examination | 27 March 2024 |
| Series 7TO | General Securities Representative Examination | 27 March 2024 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 27 March 2024 |
| Series 52TO | Municipal Securities Representative Examination | 27 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 14 December 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 July 1990 |
| Series 7 | General Securities Representative Examination | 9 July 1990 |
- Name
- General Securities Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Drew A Marchitello
- CRD
- 2056506
- Firm
- Delta Investment Management · CRD 149596
- Office
- West Sacramento, CA
- Registration
- Investment adviser registration
- In the industry since
- January 1991
- Disciplinary history
- Not yet shown here · SEC record
Where does Drew Marchitello work?
Drew Marchitello is an investment adviser representative registered through Delta Investment Management, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Drew Marchitello a financial advisor?
Yes. Drew Marchitello has a current investment-adviser registration in California, through Delta Investment Management since April 2024.
How many years of experience does Drew Marchitello have?
Drew Marchitello has 35 years in the financial industry, since January 1991, across 7 adviser firms.
What exams has Drew Marchitello passed?
Drew Marchitello has passed 9 licensing exams: the Series 7, Series 63, Series 65, Series 24, Series 53, Series 4, Series 7TO, Series 6TO and Series 52TO. The earliest, the Series 7, was passed in July 1990. FINRA credited Drew Marchitello with the SIE, which began in October 2018.
Where did Drew Marchitello work before Delta Investment Management?
Before Delta Investment Management, Drew Marchitello was registered through Perigon Wealth Management, LLC, July 2021 to March 2024; J.P. Morgan Securities LLC, October 2012 to May 2021; Chase Investment Services Corp., July 2005 to October 2012; Banc One Securities Corporation, November 2004 to July 2005; PNC Investments, January 2004 to May 2004; Hilliard Lyons Asset Management, June 2003 to January 2004.
Where is Drew Marchitello based?
Drew Marchitello’s registered office is in West Sacramento, CA.
Is Drew Marchitello registered with FINRA?
No. Drew Marchitello has no current broker registration.
How can I verify Drew Marchitello’s record?
Search CRD 2056506 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Drew Marchitello’s full registration record.
