Giancarlo Dalimonte

CAPITOL PRIVATE WEALTH GROUP LLC

VIENNA, VA 22182

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CRD#: 4239189

Professional summary

Giancarlo Dalimonte, who also goes by Giancarlo D Alimonte, Giancarlo D'alimonte, is a registered financial advisor currently at CAPITOL PRIVATE WEALTH GROUP LLC located in Vienna, Virginia.

Giancarlo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Giancarlo has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Giancarlo D Alimonte | Giancarlo D'alimonte

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.

1. Rental Property. Not Investment Related. 8612 Watershed Court, Gaithersburg, MD 20877. Rental of Townhouse. Owner/Manager. 10/2008. 1 Hr/Mo; 0 During Trading Hours. I am the Property Manager for the Townhouse that I own with my Wife. 2. Capitol Private Wealth Group, LLC. Investment Related. 8133 Leesburg Pike, Suite 780-B, Vienna, VA 22182. RIA. Registered Investment Advisory, Owner. 07/2016. 150 Hrs/Mo; All During Trading Hours. Managing Partner of Capitol Private Wealth Group LLC. 3. Dalimonte and Associates, LLC. Investment Related. 8133 Leesburg Pike, Suite 780B,Vienna, VA 22182. Business ownership. Owner. 07/2016. 10 Hrs/wk; All During Trading Hours. Managing business income and expenses for financial advisor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Giancarlo Dalimonte's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 12, 2016 - Present

CAPITOL PRIVATE WEALTH GROUP LLC

Office #1: 8150 Leesburg Pike Suite 630, Vienna, VA 22182

RIA

CRD#: 283257

VIENNA, VA

Past

July 11, 2016 - December 31, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Vienna, VA

Past

January 26, 2004 - July 12, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Vienna, VA

Past

August 30, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 30, 2000 - July 12, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Vienna, VA

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".

CAPITOL PRIVATE WEALTH GROUP LLC

CAPITOL PRIVATE WEALTH GROUP LLC | TYSONS WEALTH GROUP LLC | DALIMONTE AND ASSOCIATES LLC

CRD#: 283257 / SEC#: 801-111009

RIA

Registered Investment Advisory firm - (8/17/2017 Approved)

District of Columbia

Registered Investment Advisory firm - (12/8/2017 Terminated)

Virginia

Registered Investment Advisory firm - (12/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Virginia
(7/12/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/23/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/7/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/29/2000

General Securities Representative Examination

Current Firm

CAPITOL PRIVATE WEALTH GROUP LLC

CAPITOL PRIVATE WEALTH GROUP LLC | TYSONS WEALTH GROUP LLC | DALIMONTE AND ASSOCIATES LLC

CRD#: 283257 / SEC#: 801-111009

RIA

Registered Investment Advisory firm - (8/17/2017 Approved)

District of Columbia

Registered Investment Advisory firm - (12/8/2017 Terminated)

Virginia

Registered Investment Advisory firm - (12/11/2017 Terminated)

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Contact information

Main Address

8150 Leesburg Pike Suite 630, Vienna, VA 22182

Mailing Address

Phone number

(703) 226-0008

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-CAPITOL PRIVATE WEALTH GROUP LLC (2/11/2025)

Regulatory assets under management

Total Number of Accounts	1,696
AUM (Assets Under Management)	$ 450,705,752

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.

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Advisor Monitoring

Firm Stability Insights

Giancarlo Dalimonte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Giancarlo Dalimonte's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CAPITOL PRIVATE WEALTH GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/23/2004

Series 66

Date: 9/7/2000

SIE

Date: 10/1/2018

Series 7

Date: 8/29/2000

Current Firm

CAPITOL PRIVATE WEALTH GROUP LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITOL PRIVATE WEALTH GROUP LLC

TRUST BUT VERIFY

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