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Lewis James Dellarco

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.·SARASOTA, Florida
Series 53Series 27Series 24Series 7Series 63SIE
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501 NORTH CATTLEMEN ROAD, SARASOTA, FL 34232CRD# 1027947Firm CRD# 132070
01

About

Lewis James Dellarco is a registered financial advisor based in SARASOTA, Florida, affiliated with GLOBAL FINANCIAL PRIVATE CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
AUM
$2.3B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at GLOBAL FINANCIAL PRIVATE CAPITAL, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1027947
Firm CRD# 132070
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lewis James Dellarco offer?
Lewis James Dellarco specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SARASOTA, Florida for a consultation.
What are Lewis James Dellarco's credentials?
Lewis James Dellarco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lewis James Dellarco located?
Lewis James Dellarco is based in SARASOTA, Florida, working with GLOBAL FINANCIAL PRIVATE CAPITAL, INC.. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Lewis James Dellarco charge for services?
Lewis James Dellarco's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL FINANCIAL PRIVATE CAPITAL, INC.?
GLOBAL FINANCIAL PRIVATE CAPITAL, INC. has approximately 25 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

Michael John Dixon
SARASOTA, FL
Claire Louise Dixon
SARASOTA, FL
Daniel Joseph Hushek
SARASOTA, FL

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