Unclaimed Profile

James D Divirgilio

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC·GAINESVILLE, Florida

Clean recordCHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

6208 NW 43RD STREET, GAINESVILLE, FL 32653CRD# 5141951Firm CRD# 154242

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James D Divirgilio · GAINESVILLE, FL

Registration

CRD #5141951 · CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James D Divirgilio is a registered financial advisor based in GAINESVILLE, Florida, affiliated with CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

AUM

$100M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: SUBADVISER FEES

Regulatory

SEC/IARD CRD# 5141951

Firm CRD# 154242

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James D Divirgilio offer?

James D Divirgilio specializes in Financial Planning, Investment Management. Contact their office in GAINESVILLE, Florida for a consultation.

What are James D Divirgilio's credentials?

James D Divirgilio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James D Divirgilio located?

James D Divirgilio is based in GAINESVILLE, Florida, working with CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC. Their office serves clients in the GAINESVILLE metropolitan area and surrounding communities.

How does James D Divirgilio charge for services?

James D Divirgilio's firm is compensated through percentage of aum, subscription fees, other: subadviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC?

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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