Giancarlo Dalimonte, financial advisor Vienna VA

Giancarlo Dalimonte

CRD Number: 4239189
Current Firm: Capitol Private Wealth Group LLC

Giancarlo Dalimonte (CRD# 4239189) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Dalimonte And Associates Vienna, VA Nov 2019 - Current 1
Capitol Private Wealth Group LLC Oakton, VA Jul 2016 - Current 4
Tysons Wealth Management, LLC Vienna, VA Jul 2016 - Nov 2019 3
Purshe Kaplan Sterling Investments Albany, NY Jul 2016 - Dec 2018 2
American Express Financial Advisors Rochester, NY Oct 2012 - Jul 2016 3
D&m Consultants LLC Vienna, VA May 2010 - Jul 2016 6
Ameriprise Financial Services Vienna, VA Aug 2005 - Jul 2016 10
Ids Life Insurance Company Rochester, NY Jul 2000 - Jul 2016 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2004
S66 NASAA Uniform Combined State Law Examination Sep 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Giancarlo Dalimonte
Phone Number: (703) 226-0008
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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