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Daniel Francis Dilascia

BASE WEALTH MANAGEMENT LLC·LAKEWOOD RANCH, Florida
SIE, Series 6, Series 62, Series 63, Series 6511 years registeredBASE WEALTH MANAGEMENT LLC
7301 MERCHANT COURT, LAKEWOOD RANCH, FL 34240CRD# 3088769Firm CRD# 321991

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Francis Dilascia · LAKEWOOD RANCH, FL
Registration
CRD #3088769 · BASE WEALTH MANAGEMENT LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

BASE WEALTH MANAGEMENT
Oct 2022 – present
INTERVEST INTERNATIONAL, INC.
Jul 2015 – Oct 2022
Lakewood Ranch, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 62
Series 63
Series 65
Registration record
First registered · July 23, 2015
Years registered · 11
03

Disclosure History

2002Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
BASE WEALTH MANAGEMENT LLC
CRD 321991 · SEC 801-126672
AUM
$214M
Regulatory assets under management
Employees
10
1,619 client accounts
Services offered by BASE WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BASE WEALTH MANAGEMENT LLC →
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Frequently Asked Questions

What services does Daniel Francis Dilascia offer?
Daniel Francis Dilascia specializes in Financial Planning, Investment Management. Contact their office in LAKEWOOD RANCH, Florida for a consultation.
What are Daniel Francis Dilascia's credentials?
Daniel Francis Dilascia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Francis Dilascia located?
Daniel Francis Dilascia is based in LAKEWOOD RANCH, Florida, working with BASE WEALTH MANAGEMENT LLC. Their office serves clients in the LAKEWOOD RANCH metropolitan area and surrounding communities.
How does Daniel Francis Dilascia charge for services?
Daniel Francis Dilascia's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BASE WEALTH MANAGEMENT LLC?
BASE WEALTH MANAGEMENT LLC has approximately 10 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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