Unclaimed Profile

Diane Mottola Daly

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC·ALEXANDRIA, Virginia

SIE, Series 4, Series 6, Series 7, Series 9, Series 10, Series 14, Series 24, Series 52TO, Series 55, Series 57TO, Series 63, Series 65, Series 79TO, Series 99TOClean recordEVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

1199 N. FAIRFAX ST., ALEXANDRIA, VA 22314CRD# 2372551Firm CRD# 291127

Profile Verification

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

Identity

Diane Mottola Daly · ALEXANDRIA, VA

Registration

CRD #2372551 · EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 9

Series 10

Series 14

Series 24

Series 52TO

Series 55

Series 57TO

Series 63

Series 65

Series 79TO

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

CRD 291127 · SEC 801-119228

AUM

$103M

Regulatory assets under management

Employees

98 client accounts

Services offered by EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC →

Introduction

Speak with Diane

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Diane is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ALEXANDRIA?

Browse all registered financial advisors in ALEXANDRIA, Virginia or claim this profile if it's yours.

Browse ALEXANDRIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Diane Mottola Daly offer?

Diane Mottola Daly specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALEXANDRIA, Virginia for a consultation.

What are Diane Mottola Daly's credentials?

Diane Mottola Daly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diane Mottola Daly located?

Diane Mottola Daly is based in ALEXANDRIA, Virginia, working with EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.

How does Diane Mottola Daly charge for services?

Diane Mottola Daly'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 EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC?

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →