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Dante Paul Bartoletti

ASSUREDPARTNERS FINANCIAL SERVICES, LLC·LAKE MARY, Florida
Clean recordASSUREDPARTNERS FINANCIAL SERVICES, LLC
200 COLONIAL CENTER PARKWAY, LAKE MARY, FL 32746CRD# 4541866Firm CRD# 304454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dante Paul Bartoletti · LAKE MARY, FL
Registration
CRD #4541866 · ASSUREDPARTNERS FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dante Paul Bartoletti is a registered financial advisor based in LAKE MARY, Florida, affiliated with ASSUREDPARTNERS FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
ASSUREDPARTNERS FINANCIAL SERVICES, LLC
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ASSUREDPARTNERS FINANCIAL SERVICES, LLC →
Services
Other
04

Background

Compensation
Other: COMPENSATION RELATED TO REFERRALS
Regulatory
SEC/IARD CRD# 4541866
Firm CRD# 304454
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dante Paul Bartoletti offer?
Dante Paul Bartoletti is a registered financial advisor in LAKE MARY, Florida. Contact their office for details on services offered.
What are Dante Paul Bartoletti's credentials?
Dante Paul Bartoletti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dante Paul Bartoletti located?
Dante Paul Bartoletti is based in LAKE MARY, Florida, working with ASSUREDPARTNERS FINANCIAL SERVICES, LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Dante Paul Bartoletti charge for services?
Dante Paul Bartoletti's firm is compensated through other: compensation related to referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSUREDPARTNERS FINANCIAL SERVICES, LLC?
ASSUREDPARTNERS FINANCIAL SERVICES, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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