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Louis Anthony Della Valle

C2C WEALTH MANAGEMENT, LLC·MANSFIELD, Massachusetts
SIE, Series 7, Series 63, Series 65, Series 99TO23 years registeredC2C WEALTH MANAGEMENT, LLC
272 CHAUNCY STREET, MANSFIELD, MA 02048CRD# 2782757Firm CRD# 284148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Louis Anthony Della Valle · MANSFIELD, MA
Registration
CRD #2782757 · C2C WEALTH MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

DAKOTA WEALTH, LLC
Jan 2024 – present
C2C WEALTH MANAGEMENT, LLC
Nov 2016 – Jan 2024
MANSFIELD, MA
LPL FINANCIAL LLC
May 2011 – Nov 2016
MANSFIELD, MA
LINCOLN FINANCIAL ADVISORS CORPORATION
May 2004 – Jun 2011
BOSTON, MA
UBS FINANCIAL SERVICES INC.
Sep 2002 – May 2004
WELLESLEY, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Series 99TO
Registration record
First registered · September 23, 2002
Years registered · 23
03

Disclosure History

2002Customer Dispute·Denied

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
C2C WEALTH MANAGEMENT, LLC
CRD 284148 · SEC 801-110173
AUM
$191M
Regulatory assets under management
Employees
2
491 client accounts
Services offered by C2C WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at C2C WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Louis Anthony Della Valle offer?
Louis Anthony Della Valle specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MANSFIELD, Massachusetts for a consultation.
What are Louis Anthony Della Valle's credentials?
Louis Anthony Della Valle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louis Anthony Della Valle located?
Louis Anthony Della Valle is based in MANSFIELD, Massachusetts, working with C2C WEALTH MANAGEMENT, LLC. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.
How does Louis Anthony Della Valle charge for services?
Louis Anthony Della Valle'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 C2C WEALTH MANAGEMENT, LLC?
C2C WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at C2C WEALTH MANAGEMENT, LLC

Maureen (nmn) Mackowski
MANSFIELD, MA

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