Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
17 years
Location
Odessa, DE 19730
LPL Enterprise
Institution
Vajoan Marte is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining LPL Enterprise in 2024, Marte held roles at The Prudential Insurance Company of America, Pruco Securities LLC, Citizens Bank, and other financial firms. Outside of finance, Marte serves as president of the Middletown Tennis Association, where he teaches tennis during the summer months. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and other entities through a broad network of investment adviser representatives. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers and wrap programs.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.
Odessa, DE
315 Main Street, Unit A
Odessa DE 19730
Advisors at this office
1
Delaware
17 years of industry experience
LPL Enterprise
2024 - Present • 2 years
Odessa, DE
The Prudential Insurance Company of America
2021 - Present • 5 years
Odessa, DE
Pruco Securities LLC
2021 - 2024 • 3 years
Odessa, DE
Citizens Bank, N.A
2021 - 2021 • 1 year
Wilmington, DE
Citizens securities Inc.
2021 - 2021 • 1 year
Dover, DE
CITIZENS Bank
2017 - 2021 • 4 years
Dover, DE
Citizens Securities Inc.
2017 - 2021 • 4 years
Dover, DE
Citizens Securities INC
2017 - 2017 • 1 year
Dover, DE
PNC Bank
2016 - 2017 • 1 year
Wilmingotn, DE
PNC Investments
2016 - 2017 • 1 year
Wilmington, DE
HSBC Securities (USA) Inc.
2013 - 2015 • 2 years
Wilmington, DE
PNC Wealth Management
2009 - 2012 • 3 years
Wells Fargo Clearing
2007 - 2008 • 1 year
NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Elkton, MD
Baczkowski & Company
Joseph Baczkowski is a financial advisor at Baczkowski & Company, an independent firm where he has served as the sole adviser since 1998. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Sargent & Lundy LLC for 11 years. Baczkowski & Company provides portfolio management and financial advisory services to individual clients, focusing on discretionary management of a small client roster without minimum account balances. The firm uses publicly available research and a mix of securities, mutual funds, and ETFs to tailor diversified portfolios, with investment decisions monitored daily and trades timed using in-house forecasts.
Series 66
Middletown, DE
Stirlingshire Investments
Candice Gilman is a financial advisor at Stirlingshire Investments with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Sofi Wealth LLC, Sofi Securities LLC, Coastal Investment Advisors, Inc., Coastal Equities, Inc., and Capital One Advisors LLC. Gilman also served as a compliance officer and director with Sofi Wealth LLC. Stirlingshire Investments serves individuals, trusts, and other entities, including both non-high-net-worth and high-net-worth clients, offering discretionary portfolio management, financial planning, and IRA rollover advice. The firm employs a variety of analytical methods to construct and manage customized portfolios across a range of investment instruments.
Series 63, Series 65
Middletown, DE
Brookwood Investment Group
Charles Trakas Jr. is a financial advisor at Brookwood Investment Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Redwood Private Wealth LLC and Virtue Capital Management, LLC. Trakas also owns and operates Trakas Insurance Agency and serves as managing director of Redwood Tax Specialists, in addition to working with National Gold Consultants. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and performs ongoing monitoring, due diligence, and implementation of various investment instruments.
Series 65
Middletown, DE
Corecap Advisors
Daniel Simon is a Series 65 licensed financial advisor with 15 years of industry experience. He is affiliated with Corecap Advisors and also serves as a Retirement Planning Advisor at Dan White & Associates, where he conducts educational seminars on retirement planning, required minimum distribution planning, and Social Security planning. His focus includes low-risk retirement strategies designed to generate guaranteed income and protect assets for retirees. Corecap Advisors provides discretionary investment and portfolio management services to individuals, high-net-worth clients, self-directed retirement plans, and institutional clients. The firm emphasizes a relationship-oriented, long-term investment approach involving mutual funds, ETFs, equities, bonds, and selective use of options, with access to multiple custodial platforms and third-party asset managers.
Series 63, Series 65
Middletown, DE
Corecap Advisors
Andrew Wood is a financial advisor with CoreCap Advisors in Middletown, Delaware, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with Dan White & Associates and CoreCap Advisors since 2016. In addition to his advisory role, Wood is a commission-based insurance agent focused on fixed annuities. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, equities, and bonds.
ChFC®, Series 63
MIddletown, DE
Great Valley Advisor Group, LLC
Ryan Davis is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He previously worked at Hornor Townsend And Kent, Inc. and Penn Mutual Life Insurance Company for 16 years before joining LPL Financial LLC in 2024. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers, and offers financial planning and retirement-plan consulting across various programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)