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Ian M. Deliz Morales

CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
Tampa, FL 33609
Some features on this profile are disabled
CRD#: 4697350
ID

Professional summary

Ian M Deliz Morales, who also goes by Ian M Deliz, is a registered financial advisor currently at CORINTHIAN PARTNERS ASSET MANAGEMENT LLC located in Tampa, Florida.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Ian has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ian M Deliz

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian M Deliz Morales'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

September 13, 2019 - Present

CORINTHIAN PARTNERS ASSET MANAGEMENT LLC

Office #1: 4890 W Kennedy Blvd Suite 900, Tampa, FL 33609
RIA
CRD#: 109385
Tampa, FL
Past

January 4, 2017 - May 31, 2019

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 144426
Tampa, FL
Past

August 12, 2014 - October 31, 2016

MORGAN STANLEY

RIA
CRD#: 149777
TAMPA, FL
Past

July 24, 2014 - October 31, 2016

MORGAN STANLEY

BD
CRD#: 149777
TAMPA, FL
Past

June 4, 2013 - July 24, 2014

POPULAR SECURITIES, LLC

RIA
CRD#: 8096
SAN JUAN, PR
Past

August 9, 2011 - January 31, 2012

POPULAR SECURITIES, LLC

RIA
CRD#: 8096
SAN JUAN, PR
Past

December 8, 2007 - December 8, 2007

POPULAR SECURITIES, LLC

RIA
CRD#: 8096
SAN JUAN, PR
Past

December 8, 2007 - July 24, 2014

POPULAR SECURITIES, LLC

BD
CRD#: 8096
SAN JUAN, PR
Past

September 22, 2003 - December 18, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SAN JUAN, PR

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".
CP
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC | CORINTHIAN PARTNERS MANAGEMENT LLC

CRD#: 109385 / SEC#: 801-116896

RIA
Registered Investment Advisory firm - (7/1/2019 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
Florida
(9/13/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/16/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/31/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/2003
General Securities Representative Examination

Current Firm

CP
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC | CORINTHIAN PARTNERS MANAGEMENT LLC

CRD#: 109385 / SEC#: 801-116896

RIA
Registered Investment Advisory firm - (7/1/2019 Approved)
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Contact information

Main Address
275 Madison Avenue 8th Floor, New York, NY 10016
Mailing Address
1727 Coachman Plaza Drive Suite 114, Clearwater, FL 33759
Phone number
(212) 287-1552
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts212
AUM (Assets Under Management)$ 46,080,885

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.

Company Information

CORINTHIAN PARTNERS ASSET MANAGEMENT LLC

CRD#: 109385Tampa, FL 33609

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