Dante Paul Bartoletti
Professional Summary
Dante Paul Bartoletti is a registered financial advisor currently at ALPINA CAPITAL, LLC located in Denver, Colorado and ASSUREDPARTNERS FINANCIAL SERVICES located in Tampa, Florida. Dante is registered as a RR (Registered Representative) and started their career in finance in 2005. Dante has worked at 19 firms and has passed the SIE, Series 99TO and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
ASSUREDPARTNERS FINANCIAL SERVICES | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | ASSUREDPARTNERS FINANCIAL SERVICES, LLC
Contact Information
Main Address
4600 W. Cypress Suite 140, Lake Mary, FL 32746Mailing Address
4600 W. Cypress Suite 405, Tampa, FL 33607Phone Number
(407) 708-0050Established
Delaware since 04/19/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Dante Paul Bartoletti's CRS (Customer Relationship Summary).
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