Louis DilelloCRD Number: 3134878
Current Firm: Davidson Investment Advisors, Inc.
Louis Dilello (CRD# 3134878) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Bozeman, MT and has over 18 years of experience in the finance industry.
Group W Investment Management LLC
Stifel, Nicolaus & Company, Incorporated
Northfork Financial LLC
|Davidson Investment Advisors, Inc.||Bozeman, MT||Apr 2016 - Current||< 1|
|Davidson Investment Advisors, Inc.||Denver, CO||Jan 2016 - Apr 2016||< 1|
|D.a. Davidson & Company||Denver, CO||Oct 2003 - Dec 2015||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2004|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management1,568MILLIONS
Total Number of Accounts1,885ACCOUNTS
Average Account Value$832,019
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CO, CT, DE, FL, HI, IA, ID, IL, MA, MD, MN, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI
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