Delta Financial Advisors
41yrs
Top advisor by experience in Kensington
3yrs
Nicholas Angelis
Full name on record: Nicholas Athanasios Angelis
Financial advisor at Delta Financial Advisors
Based in Kensington, Maryland, Nicholas Angelis is a fiduciary financial advisor with 3 years of industry experience. Nicholas has been with Delta Financial Advisors since 2024. Delta Financial Advisors offers financial planning, investment management, and educational workshops and is paid through a percentage of assets and hourly fees.
One of 27 advisors with offices in Kensington, and one of 26 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office10539 Metropolitan Avenue, Kensington, MD 20895
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$954,933
Advisors at the firm5
States licensed ?1 state
Services through Delta Financial Advisors
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowDelta Financial Advisors, Inc.Current firm
Contact Nicholas
(301) 962-0480Delta Financial Advisors main office 10539 Metropolitan AvenueKensington, MD 20895Office · Get directions X (Twitter) pageDelta Financial Advisors
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Questions to ask Nicholas
Tailored to Nicholas’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nicholas
How do I contact Nicholas?
Call Delta Financial Advisors at (301) 962-0480 and ask for Nicholas Angelis. Nicholas works from the Kensington, MD office.
How long has Nicholas been a financial advisor?
Nicholas has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Nicholas hold?
Series 65. Tap any license on this page to see what it allows.
Is Nicholas a fiduciary?
Nicholas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nicholas paid?
Delta Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees. Ask Nicholas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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