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Nat Di Carlo

CROSSMARKET CAPITAL, LLC·ONTARIO, California
Unclaimed Profile
3595 INLAND EMPIRE BLVD., ONTARIO, CA 91764CRD# 2252396Firm CRD# 168947
01

About

Nat Di Carlo is a registered financial advisor based in ONTARIO, California, affiliated with CROSSMARKET CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CROSSMARKET CAPITAL, LLC
CROSSMARKET CAPITAL, LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CROSSMARKET CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2252396
Firm CRD# 168947
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nat Di Carlo offer?
Nat Di Carlo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ONTARIO, California for a consultation.
What are Nat Di Carlo's credentials?
Nat Di Carlo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nat Di Carlo located?
Nat Di Carlo is based in ONTARIO, California, working with CROSSMARKET CAPITAL, LLC. Their office serves clients in the ONTARIO metropolitan area and surrounding communities.
How does Nat Di Carlo charge for services?
Nat Di Carlo's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROSSMARKET CAPITAL, LLC?
CROSSMARKET CAPITAL, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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James Lee Fisher — CLOVER FINANCIAL & INSURANCE SERVICES, INC.Karyn Michelle Wikoff — CLOVER FINANCIAL & INSURANCE SERVICES, INC.Alejandro Carlos Rodriguez — CROSSMARKET CAPITAL, LLCJames Bradford Hurlbut — CLOVER FINANCIAL & INSURANCE SERVICES, INC.Malton Bert Youngblood — CLOVER FINANCIAL & INSURANCE SERVICES, INC.
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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