Joseph Dalli, financial advisor Belmont CA

Joseph Dalli

CRD Number: 4619296
Current Firm: Cetera Investment Advisers LLC

Joseph Dalli (CRD# 4619296) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Belmont, CA and has 1 year of experience in the finance industry.

Similar Advisors
William Browne, financial advisor Belmont CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor Belmont CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
Theodore Lew, financial advisor Belmont CA
Theodore D. Lew
CRD# 3262592
Captrust
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks El Segundo, CA Feb 2002 - Current 22
Joseph V. Dalli, Cpa Belmont, CA Aug 1986 - Current 37

Joseph Dalli has no recent exams reported.
Contact Info for Joseph V. Dalli
Phone Number: 888-528-2987
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.