# DELESSERT FINANCIAL SERVICES INC

DELESSERT FINANCIAL SERVICES INC of WALTHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 106005
- Type: SEC-registered investment adviser
- SEC file number: 801-46245
- Location: 230 THIRD AVENUE, FIFTH FLOOR, WALTHAM, MA, 02451
- Phone: 781-547-5589
- Latest filing: 2012-05-18
- Regulatory AUM: $339.8M
- Discretionary AUM: $290.0M
- Non-discretionary AUM: $49.9M
- Clients: 6
- Accounts: 1,029

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| POER JAMES LYNN | DIRECTOR, PRESIDENT | — |
| DALTO CHRISTOPHER JON | CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| ZUCCARO ROBERT STEVEN | DIRECTOR | — |
| SCHNEIDER BRETT RONALD | DIRECTOR | — |
| GELDER JAMES RODERICK | DIRECTOR | — |
| COWENHOVEN PETER SHAW | VICE PRESIDENT | — |
| DELESSERT CHRISTIANE SHIELDS | CHAIRMAN, TREASURER AND CLERK; PRESIDENT, TREASURER AND CLERK | — |
| PEDLOW MICHAEL ROSS | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | — |
| HINKSON MALIKA | DIRECTOR | — |
| ULLMAN JON M | DIRECTOR OF FINANCIAL PLANNING | — |
| SCHERMERHORN RICHARD J | COMPLIANCE OFFICER | — |
| SCHERMERHORN RICHARD JOHN | CHIEF COMPLIANCE OFFICER | — |
| HAMMOND DOUGLAS W | DIRECTOR | — |
| HORN DAVID ANTHONY | SECRETARY, VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106005/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106005/similar
- Related entities: https://search.stillhousedata.com/firm/106005/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106005

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.