Dilda Deepak Dalvi
Professional Summary
Dilda Deepak Dalvi, who also goes by Deelda Deepak Dalvi, Dilda Deepak Dalvi, Deelda Atul Kurlekar, Deelda Dalvi Kurlekar, Deelda Kurlekar, is a registered financial advisor currently at HARRELL INVESTMENT PARTNERS, LLC located in Austin, Texas. Dilda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Dilda has worked at 12 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 24, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Deelda Deepak Dalvi, Dilda Deepak Dalvi, Deelda Atul Kurlekar, Deelda Dalvi Kurlekar, Deelda Kurlekar
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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.
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
21 years in the financial services industry
Current & Past Employments
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Current Firm
HARRELL INVESTMENT PARTNERS, LLC
Contact Information
Main Address
3814 Medical Parkway, Austin, TX 78756Phone Number
(512) 759-8000# of Employees
6SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
766AUM (Assets Under Management)
$662,415,477Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
HARRELL INVESTMENT PARTNERS, LLC
State Registrations and Notice Filings
(5/5/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Oct 2022About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Oct 2022About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Dilda Deepak Dalvi's CRS (Customer Relationship Summary).
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