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Daryle Anthony Dilascia

PERFORMANCE TRUST CAPITAL PARTNERS
Greenwich, CT
·CRD# 2793078·30 years experience

Professional Summary

Daryle Anthony Dilascia is a registered financial advisor currently at PERFORMANCE TRUST CAPITAL PARTNERS, LLC located in Greenwich, Connecticut and MONROE FINANCIAL PARTNERS, INC. located in Chicago, Illinois. Daryle is registered as a RR (Registered Representative) and started their career in finance in 1996. Daryle has worked at 5 firms and has passed the Series 63, Series 57TO, Series 79TO, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CRD# 36155
BD
Greenwich, CT
July 6, 2018 - Present
MONROE FINANCIAL PARTNERS, INC.·CRD# 2811
BD
500 W. Madison Suite 450, Chicago, IL 60661
April 9, 2024 - Present
PIPER SANDLER & CO.·CRD# 665
BD
New York, NY
June 11, 2015 - May 9, 2018
STERNE, AGEE & LEACH, INC.·CRD# 791
BD
New York, NY
November 16, 2012 - June 5, 2015
KEEFE, BRUYETTE & WOODS, INC.·CRD# 481
BD
New York, NY
October 3, 1996 - November 7, 2012

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Current Firm

MF
MONROE FINANCIAL PARTNERS, INC.

MONROE FINANCIAL PARTNERS, INC. | MONROE SECURITIES, INC.

CRD#: 2811 / SEC#: 8-14045
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

500 W. Madison, Suite 450, Chicago, IL 60661

Mailing Address

500 W. Madison, Suite 450, Chicago, IL 60661

Phone Number

(312) 521-1000

Established

New York since 07/18/1968

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (23 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PT FINANCIAL COMPANIES, LLCMANAGING MEMBER—
BURESH, ADAM COULTERBOARD MEMBER5216617
DILASCIA, DARYLE ANTHONYPRESIDENT/BOARD MEMBER2793078
GAZDA, RYAN MPOO4230980
GAZDA, RYAN MTREASURER, CFO, PFO & BOARD MEMBER4230980
LOVE, KRISTIN MSECRETARY, CCO & BOARD MEMBER4370951
MCCRARY, TIMOTHY JAMESHEAD OF TRADING/BOARD MEMBER5789747

Disclosures

Regulatory Event

3

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(8/21/2025)
RR
Alaska
(8/21/2025)
RR
Arizona
(6/5/2025)
RR
Arkansas
(8/21/2025)
RR
California
(11/4/2020)
RR
Colorado
(6/5/2025)
RR
Connecticut
(7/6/2018)
RR
Delaware
(8/21/2025)
RR
District of Columbia
(8/21/2025)
RR
Florida
(6/5/2025)
RR
Georgia
(11/4/2020)
RR
Hawaii
(8/21/2025)
RR
Idaho
(8/21/2025)
RR
Illinois
(7/6/2018)
RR
Indiana
(6/5/2025)
RR
Iowa
(6/5/2025)
RR
Kansas
(8/21/2025)
RR
Kentucky
(6/5/2025)
RR
Louisiana
(6/5/2025)
RR
Maine
(8/21/2025)
RR
Maryland
(8/21/2025)
RR
Massachusetts
(11/7/2025)
RR
Michigan
(6/5/2025)
RR
Minnesota
(6/5/2025)
RR
Mississippi
(8/21/2025)
RR
Missouri
(11/4/2020)
RR
Montana
(8/21/2025)
RR
Nebraska
(8/21/2025)
RR
Nevada
(8/25/2025)
RR
New Hampshire
(8/21/2025)
RR
New Jersey
(11/4/2020)
RR
New Mexico
(8/21/2025)
RR
New York
(11/4/2020)
RR
North Carolina
(11/7/2025)
RR
North Dakota
(8/21/2025)
RR
Ohio
(11/5/2020)
RR
Oklahoma
(8/21/2025)
RR
Oregon
(11/7/2025)
RR
Pennsylvania
(11/4/2020)
RR
Puerto Rico
(8/21/2025)
RR
Rhode Island
(11/4/2020)
RR
South Carolina
(8/21/2025)
RR
South Dakota
(8/21/2025)
RR
Tennessee
(8/21/2025)
RR
Texas
(11/4/2020)
RR
Utah
(8/21/2025)
RR
Vermont
(8/21/2025)
RR
Virginia
(8/22/2025)
RR
Washington
(8/21/2025)
RR
West Virginia
(8/21/2025)
RR
Wisconsin
(6/5/2025)
RR
Wyoming
(8/21/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1996About the Series 63 exam

Series 57TO — Securities Trader Exam

Passed Apr 2024About the Series 57TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1996About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Apr 2008About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Feb 2008About the Series 9 exam

Series 24 — General Securities Principal Examination

Passed Jul 2007About the Series 24 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations
New York Stock Exchange
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Daryle Anthony Dilascia's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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