Unclaimed Profile

Dilda Deepak Dalvi

HARRELL INVESTMENT PARTNERS, LLC·AUSTIN, Texas

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 63, Series 66Clean record19 years registeredHARRELL INVESTMENT PARTNERS, LLC

3814 MEDICAL PARKWAY, AUSTIN, TX 78756CRD# 4850130Firm CRD# 299166

Profile Verification

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

Identity

Dilda Deepak Dalvi · AUSTIN, TX

Registration

CRD #4850130 · HARRELL INVESTMENT PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

HARRELL INVESTMENT PARTNERS, LLC

May 2022 – present

LIVE OAK INVESTMENT PARTNERS

Aug 2021 – Nov 2021

AUSTIN, TX

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 2020 – Aug 2021

Austin, TX

RAYMOND JAMES & ASSOCIATES, INC.

Apr 2017 – Dec 2019

AUSTIN, TX

OPPENHEIMER & CO. INC.

Mar 2009 – Jul 2009

AUSTIN, TX

STANFORD GROUP COMPANY

May 2007 – Mar 2009

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · May 16, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARRELL INVESTMENT PARTNERS, LLC

CRD 299166 · SEC 801-114354

AUM

$503M

Regulatory assets under management

Employees

712 client accounts

Services offered by HARRELL INVESTMENT PARTNERS, 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 HARRELL INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Dilda Deepak Dalvi offer?

Dilda Deepak Dalvi specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.

What are Dilda Deepak Dalvi's credentials?

Dilda Deepak Dalvi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dilda Deepak Dalvi located?

Dilda Deepak Dalvi is based in AUSTIN, Texas, working with HARRELL INVESTMENT PARTNERS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Dilda Deepak Dalvi charge for services?

Dilda Deepak Dalvi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARRELL INVESTMENT PARTNERS, LLC?

HARRELL INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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