Unclaimed Profile

Lewis James Dellarco

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.·SARASOTA, Florida

Series 53, Series 27, Series 24, Series 7, Series 63Clean recordGLOBAL FINANCIAL PRIVATE CAPITAL, INC.

501 NORTH CATTLEMEN ROAD, SARASOTA, FL 34232CRD# 1027947Firm CRD# 132070

Profile Verification

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

Identity

Lewis James Dellarco · SARASOTA, FL

Registration

CRD #1027947 · GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

AUM

$2.3B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1027947

Firm CRD# 132070

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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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