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Victor J. Dichiara

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CRD#: 2525011
VD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Victor John Dichiara, who also goes by VIctor Dichiara, was a registered financial professional .

Victor is a previously registered financial professional and started their career in finance in 1994. Victor had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Victor Dichiara

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 2, 2000 - September 20, 2000

DELTA ASSET MANAGEMENT COMPANY, LLC

BD
CRD#: 39923
MINEOLA, NY
Past

May 24, 1999 - May 5, 2000

WIN CAPITAL CORP.

BD
CRD#: 36172
BAYVILLE, NY
Past

August 31, 1998 - December 8, 1998

ROSS SECURITIES CORP.

BD
CRD#: 30263
BOCA RATON, FL
Past

August 1, 1997 - August 25, 1998

RUSSO SECURITIES INC.

BD
CRD#: 14425
STATEN ISLAND, NY
Past

September 19, 1996 - July 7, 1997

WILLIAM SCOTT & CO. L.L.C.

BD
CRD#: 14979
UNION, NJ
Past

August 14, 1995 - September 13, 1996

TUSCANY EQUITY MANAGEMENT CORPORATI0N

BD
CRD#: 20016
DEERFIELD BEACH, FL
Past

September 16, 1994 - July 11, 1995

HANOVER, STERLING & COMPANY LTD.

BD
CRD#: 15491
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/23/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


DA
DELTA ASSET MANAGEMENT COMPANY, LLC
DELTA ASSET MANAGEMENT COMPANY, LLC

CRD#: 39923 / SEC#: , 8-48888

BD
Cancelled by SEC on 12/01/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
South Carolina since 11/29/1995
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
NORMAN GOLDSTEIN & ASSOCIATESSHAREHOLDER
DELTA CAPITAL HOLDING CORPSHAREHOLDER
DONNADIO, ANTHONYVP1530615
GOLDSTEIN, ADAM ROBERTCHIEF COMPLIANCE OFFICER2647994
GOLDSTEIN, ADAM ROBERTPRESIDENT2647994
LUBITZ, JACKFINOP1566639
MCCARTER, ROBERT EARLEVP/SROP/CROP1438793

Disclosures


Regulatory Event6
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DELTA ASSET MANAGEMENT COMPANY, LLC

CRD#: 39923

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