Robert Delucas has been Managing Member & CCO of Afton Advisors since January 2019, is a control person of the firm and directly owns 75% or more of it. Robert Delucas holds a B.S. in Mechanical Engineering from Vanderbilt University and an MBA from Belmont University.
Afton Advisors, LLC is a firm with $109M under management, 177 clients and 2 advisers across 3 offices, as of its January 2026 filing.
Rob DeLucas is Owner and Financial Advisor of Afton Advisors. He entered the financial planning industry in 2007 with Peachtree Planning in Brentwood, Tennessee, and in 2019 created Afton Advisors. Earlier, he worked in the sports administration industry for a short time.
Robert Delucas’ longest registration was 11 years at Park Avenue Securities LLC (2007–2019). Before joining Afton Advisors in 2019, Robert Delucas was registered through Park Avenue Securities LLC and Axa Advisors, LLC.
- Afton Advisors, LLCCurrent– present · 7 yearsBrentwood, TN · Adviser representative · Firm CRD 300884
- Park Avenue Securities LLC– · 11 yearsBrentwood, TN · Adviser representative · Firm CRD 46173
- Axa Advisors, LLC– · under a yearNashville, TN · Adviser representative · Firm CRD 6627
Professional designations
Listed by Afton Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Robert Delucas is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from May 2019; the most recent is Michigan, in February 2024.
- MichiganSince 9 February 2024
- TennesseeSince 16 May 2019
- TexasResidentSince 4 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 August 2007 |
| Series 7 | General Securities Representative Examination | 6 June 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert L Delucas
- CRD
- 5316809
- Firm
- Afton Advisors · CRD 300884
- Role
- Managing Member & CCO
- Office
- Brentwood, TN
- Registration
- Investment adviser registration
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aftonadvisors.com
Where does Robert Delucas work?
Robert Delucas has been Managing Member & CCO of Afton Advisors, LLC since January 2019, and is a control person of the firm.
Is Robert Delucas a financial advisor?
Yes. Robert Delucas has a current investment-adviser registration in Michigan, Tennessee and Texas, through Afton Advisors since May 2019.
How many years of experience does Robert Delucas have?
Robert Delucas has 19 years in the financial industry, since June 2007, across 3 adviser firms.
What exams has Robert Delucas passed?
Robert Delucas has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2007. FINRA credited Robert Delucas with the SIE, which began in October 2018.
Where did Robert Delucas work before Afton Advisors?
Before Afton Advisors, Robert Delucas was registered through Axa Advisors, LLC, October 2007 to November 2007.
Where is Robert Delucas based?
Robert Delucas’ registered office is in Brentwood, TN.
Is Robert Delucas registered with FINRA?
No. Robert Delucas has no current broker registration.
Is Robert Delucas a CFP?
Afton Advisors lists Robert Delucas with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Rob DeLucas, CFP®, ChFC®, RICP®, MBA biography, aftonadvisors.com
How can I verify Robert Delucas’ record?
Search CRD 5316809 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Delucas’ full registration record.