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Zenia Lisette Delgado

GALLIOTT CAPITAL ADVISORS, LLC·BEVERLY HILLS, California
Unclaimed Profile
9401 WILSHIRE BLVD., BEVERLY HILLS, CA 90212CRD# 5061089Firm CRD# 313094
01

About

Zenia Lisette Delgado is a registered financial advisor based in BEVERLY HILLS, California, affiliated with GALLIOTT CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
GALLIOTT CAPITAL ADVISORS, LLC
GALLIOTT CAPITAL ADVISORS, LLC
AUM
$118M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GALLIOTT CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: CONSULTING
Regulatory
SEC/IARD CRD# 5061089
Firm CRD# 313094
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zenia Lisette Delgado offer?
Zenia Lisette Delgado specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are Zenia Lisette Delgado's credentials?
Zenia Lisette Delgado is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zenia Lisette Delgado located?
Zenia Lisette Delgado is based in BEVERLY HILLS, California, working with GALLIOTT CAPITAL ADVISORS, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Zenia Lisette Delgado charge for services?
Zenia Lisette Delgado's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GALLIOTT CAPITAL ADVISORS, LLC?
GALLIOTT CAPITAL ADVISORS, LLC has approximately 8 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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