DT
Dalyce B. Tinoco
CLASS VI FAMILY OFFICE
DENVER, CO 80206
Some features on this profile are disabled
CRD#: 6707522
DT
Professional summary
Dalyce B Tinoco, CFP®, who also goes by Dalyce B Young, is a registered financial advisor currently at CLASS VI FAMILY OFFICE, LLC located in Denver, Colorado.
Dalyce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Dalyce has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dalyce B Young
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. January 2019- Member of Entrepreneur Private Investment Club (EPIC)- Offers network of business owners and entrepreneurs forum to review/share private investment opportunities. It is investment related but offers no compensation to members. Time spent- approximately 1 hour per month. 2. Owns rental property and receives rental income. She devotes less than 5 hours of her time to this non-investment related activity each month.
CRS (Client Relationship Summary) - RIA
Click below to view Dalyce B Tinoco's 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®
Experience
Current
January 10, 2023 - Present
CLASS VI FAMILY OFFICE, LLC
Office #1: 255 Fillmore Street Suite 500, Denver, CO 80206RIA
CRD#: 285035
DENVER, CO
Past
September 14, 2016 - December 31, 2022
CLASS VI FAMILY OFFICE, LLC
RIA
CRD#: 285035
DENVER, CO
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".
CV
CLASS VI FAMILY OFFICE, LLC
CLASS VI FAMILY OFFICE, LLC | CVA FAMILY OFFICE, LLC | CLASS VI PARTNERS
CRD#: 285035 / SEC#: 801-111938
RIA
Registered Investment Advisory firm - (10/27/2017 Approved)Colorado
Registered Investment Advisory firm - (11/3/2017 Terminated)Texas
Registered Investment Advisory firm - (11/1/2017 Terminated)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
Colorado(1/10/2023)
IAR
Florida(12/23/2023)
IAR
Texas(1/11/2023)
Exams
Current Firm
CV
CLASS VI FAMILY OFFICE, LLC
CLASS VI FAMILY OFFICE, LLC | CVA FAMILY OFFICE, LLC | CLASS VI PARTNERS
CRD#: 285035 / SEC#: 801-111938
RIA
Registered Investment Advisory firm - (10/27/2017 Approved)Colorado
Registered Investment Advisory firm - (11/3/2017 Terminated)Texas
Registered Investment Advisory firm - (11/1/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
255 Fillmore Street Suite 500, Denver, CO 80206
Mailing Address
Phone number
(303) 243-5619
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 694 |
| AUM (Assets Under Management) | $ 1,190,366,969 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
