Unclaimed Profile

Philip R Lacerte

LACERTE CAPITAL ADVISERS, LLC·DALLAS, Texas

Clean recordLACERTE CAPITAL ADVISERS, LLC

2811 MCKINNEY AVENUE, DALLAS, TX 75204CRD# 4942736Firm CRD# 144945

Profile Verification

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

Identity

Philip R Lacerte · DALLAS, TX

Registration

CRD #4942736 · LACERTE CAPITAL ADVISERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Philip R Lacerte is a registered financial advisor based in DALLAS, Texas, affiliated with LACERTE CAPITAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

LACERTE CAPITAL ADVISERS, LLC

AUM

$5M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LACERTE CAPITAL ADVISERS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4942736

Firm CRD# 144945

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip R Lacerte offer?

Philip R Lacerte specializes in Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are Philip R Lacerte's credentials?

Philip R Lacerte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip R Lacerte located?

Philip R Lacerte is based in DALLAS, Texas, working with LACERTE CAPITAL ADVISERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Philip R Lacerte charge for services?

Philip R Lacerte's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LACERTE CAPITAL ADVISERS, LLC?

LACERTE CAPITAL ADVISERS, LLC has approximately 3 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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