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Lewis James Dellarco

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.·SARASOTA, Florida
SIE, Series 7, Series 24, Series 27, Series 53, 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
CRD 132070 · SEC 801-63282
AUM
$2.3B
Regulatory assets under management
Employees
25
19,705 client accounts
Services offered by GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at GLOBAL FINANCIAL PRIVATE CAPITAL, INC. →
Introduction

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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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Daniel Joseph Hushek
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