Daniel F. Dilascia
Professional summary
Daniel Francis Dilascia JR, who also goes by Dan Dilascia Jr, Daniel Francis Dilascia, is a registered financial advisor currently at BASE WEALTH MANAGEMENT located in Lakewood Ranch, Florida.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Daniel has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 62 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Francis Dilascia JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 20, 2022 - Present
BASE WEALTH MANAGEMENT
Office #1: 7301 Merchant Court Suite A, Lakewood Ranch, FL 34240July 23, 2015 - October 19, 2022
INTERVEST INTERNATIONAL, INC.
March 8, 2004 - October 19, 2022
INTERVEST INTERNATIONAL EQUITIES CORPORATION
July 26, 1999 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
July 26, 1999 - January 13, 2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
BASE WEALTH MANAGEMENT
CRD#: 321991 / SEC#: 801-126672
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/26/2022)
(10/20/2022)
Exams
Series 62
Date: 4/20/2017
Corporate Securities Limited Representative ExaminationCurrent Firm
BASE WEALTH MANAGEMENT
CRD#: 321991 / SEC#: 801-126672
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,931 |
| AUM (Assets Under Management) | $ 269,917,000 |
Red Flags
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