Unclaimed Profile

Dinitia Yvonne Cazy

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC·ORLANDO, Florida

SIE, Series 6, Series 7, Series 14, Series 24, Series 63, Series 66, Series 82TO, Series 99TO8 years registeredBLACKTOWER FINANCIAL MANAGEMENT (US) LLC

4700 MILLENIA BOULEVARD, ORLANDO, FL 32839CRD# 3152894Firm CRD# 289142

Profile Verification

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

Identity

Dinitia Yvonne Cazy · ORLANDO, FL

Registration

CRD #3152894 · BLACKTOWER FINANCIAL MANAGEMENT (US) LLC · 8 years registered

Brand Profile

Not yet started

Career History

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC

Sep 2024 – present

EXEMPLAR WEALTH ADVISORS, LLC

May 2023 – Oct 2023

Boston, MA

FIFTH THIRD SECURITIES, INC.

Feb 2022 – Mar 2023

INDIANAPOLIS, IN

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2017 – Nov 2021

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 63

Series 66

Series 82TO

Series 99TO

Registration record

First registered · September 26, 2017

Years registered · 8

Disclosure History

2024Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC

CRD 289142 · SEC 801-111088

AUM

$183M

Regulatory assets under management

Employees

317 client accounts

Services offered by BLACKTOWER FINANCIAL MANAGEMENT (US) LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLACKTOWER FINANCIAL MANAGEMENT (US) LLC →

Introduction

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Frequently Asked Questions

What services does Dinitia Yvonne Cazy offer?

Dinitia Yvonne Cazy specializes in Financial Planning, Investment Management. Contact their office in ORLANDO, Florida for a consultation.

What are Dinitia Yvonne Cazy's credentials?

Dinitia Yvonne Cazy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dinitia Yvonne Cazy located?

Dinitia Yvonne Cazy is based in ORLANDO, Florida, working with BLACKTOWER FINANCIAL MANAGEMENT (US) LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does Dinitia Yvonne Cazy charge for services?

Dinitia Yvonne Cazy's firm is compensated through percentage of aum, subscription fees, other: percentage of retirement plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLACKTOWER FINANCIAL MANAGEMENT (US) LLC?

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC has approximately 31 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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