DENVER S. GILLIAND
DSG CAPITAL ADVISORS | Chief Executive & Investment Officer
EDINA, MN 55435
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CRD#: 2555662
Professional summary
DENVER SCOTT GILLIAND, CIMA® is a registered financial advisor currently at DSG CAPITAL ADVISORS, LLC located in Edina, Minnesota.
DENVER is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. DENVER has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Denver Gilliand is the chief executive and investment officer at DSG Advisors. With a diverse background in investment management, estate planning and financial management, Denver brings 25 years of experience in financial services to his clients.
Denver began his career as an estate planning attorney, where he used his law degree and his master's degree in tax law to help clients create their estate plans. He now leverages his legal and tax background to help create tax-efficient wealth transfer plans for his clients. Denver strives to integrate the appropriate investment strategy into his clients' wealth transfer plans. He also routinely works with trustees to help administer trusts. As he has said to many clients, "The first step is to draft the proper estate planning document, then the real work begins...bringing the document to life and helping to administer it to accommodate the changes in the daily lives of the beneficiaries."
From an investment standpoint, Denver works with his clients to deliver risk-adjusted returns that "feel right" to each client. Whether the client's goal is growing or preserving capital, or providing an income stream to replace historical wage income, Denver strives to create an investment plan that helps each client. He leads DSG Advisor's investment committee and process.
Prior to DSG Advisors, Denver spent 10 years as a senior vice president in the Private Banking and Investment Banking Division of Merrill Lynch, where he oversaw approximately $350 million of assets for 35 clients. Prior to Merrill Lynch, Denver was a managing director at U.S. Trust Company of NY, where he held a combination of roles, including overseeing tax compliance, financial and estate planning, as well as the sales and marketing for U.S. Trust's presence in the upper Midwest.
Denver earned his Juris Doctor degree from Syracuse University College of Law, as well as a Master of Tax Law (LL.M.) from William Mitchell College of Law. He graduated from the University of Wisconsin-Madison with a double major in economics and political science.
Denver has served on numerous non-profit boards, including The Minnesota Opera, (treasurer and chair of the Investment Committee), Faith's Lodge, Minneapolis United Soccer Club (vice president), The Loft (Investment Committee) and The Oakleaf Trust, where he was a trustee. He also served as an adjunct professor of law at Hamline University Law School.
Denver lives in Southwest Minneapolis with his wife, Nicole, and their three children. He loves supporting his kid's sports, spending time at their north woods cabin and traveling.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
I*80488
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: JERRIY GILLIAND REVOCABLE TRUST
INVESTMENT RELATED: Y
ADDRESS OF BUSINESS:
2013 HIGHLAND VIEW AVE,
BURNSVILLE, MINNESOTA 55337
NATURE OF BUSINESS: TRUST,
POSITION, TITLE, ASSOCIATION: TRUSTEE,
START DATE OF RELATIONSHIP: 4/16/2015
NUMBER OF HOURS DEVOTED: 4 HOUR(S) QUARTERLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1
DUTIES: TRUSTEE ON FATHER'S TRUST ACCOUNT
Stone Arch LLC
Managing Partner
Investment Related
3033 Excelsior Blvd, Suite 530 Minneapolis MN 55416
Serving as investment advisor, distribution advisor and trust protector for Binger Family Trusts. Daughter of original trust grantor passed 6/19/19 and her daughter (grantor's granddaughter) requested that these roles be performed for her also.
Start Date 05/06/2016 5 hours per month during regular trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view DENVER SCOTT GILLIAND's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 16, 2024 - Present
DSG CAPITAL ADVISORS, LLC
Office #1: 7760 France Avenue South Suite 815, Edina, MN 55435RIA
CRD#: 332056
EDINA, MN
Past
May 6, 2016 - August 16, 2024
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Edina, MN
Past
May 6, 2016 - August 16, 2024
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
Minneapolis, MN
Past
December 9, 2013 - May 10, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MINNEAPOLIS, MN
Past
June 9, 2006 - May 10, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MINNEAPOLIS, MN
Past
September 19, 2002 - June 12, 2006
UST SECURITIES CORP.
BD
CRD#: 13906
STAMFORD, CT
Past
June 29, 2000 - April 26, 2001
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
NEW YORK, NY
Past
May 31, 2000 - October 17, 2000
PIPER SANDLER & CO.
BD
CRD#: 665
MINNEAPOLIS, MN
Past
August 5, 1997 - June 5, 2000
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
SAINT PAUL, MN
Past
April 11, 1995 - July 16, 1997
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
April 11, 1995 - July 16, 1997
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DC
DSG CAPITAL ADVISORS, LLC
DSG ADVISORS | HIGHLAND HOLDINGS, LLC | DSG CAPITAL ADVISORS, LLC
CRD#: 332056 / SEC#: 801-130879
RIA
Registered Investment Advisory firm - (8/8/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(8/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DC
DSG CAPITAL ADVISORS, LLC
DSG ADVISORS | HIGHLAND HOLDINGS, LLC | DSG CAPITAL ADVISORS, LLC
CRD#: 332056 / SEC#: 801-130879
RIA
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Contact information
Main Address
7760 France Avenue South Suite 815, Edina, MN 55435
Mailing Address
Phone number
(612) 515-9900
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 493 |
| AUM (Assets Under Management) | $ 683,836,020 |
Red Flags
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Company Information
DSG CAPITAL ADVISORS, LLC
Chief Executive & Investment OfficerCRD#: 332056Edina, MN 55435TRUST BUT VERIFY
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Contact information
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