Charles J. Lombardo
Professional summary
Charles J Lombardo is a registered financial advisor currently at DELTA CAPITAL MANAGEMENT, INC. located in Powell, Ohio.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Charles has worked at 2 firms and has passed the SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles J Lombardo's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 6, 2017 - Present
DELTA CAPITAL MANAGEMENT, INC.
August 17, 2012 - December 31, 2016
DELTA CAPITAL MANAGEMENT, INC.
June 28, 2011 - March 27, 2012
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/6/2017)
Exams
Current Firm
DELTA CAPITAL MANAGEMENT, INC.
CRD#: 164736 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 7,016,447 |
Red Flags
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