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CRD#: 111140
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FIRM PROFILE
Assets Under Management:No Information
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Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for GIULIANI CAPITAL ADVISORS LLC Comes From
Understanding the Statistics for GIULIANI CAPITAL ADVISORS LLC and How They Compare to Other Firms Through Our Analysis
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HNWI
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Breakdown of Assets Under Management
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Employees
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Firm Disclosures
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FIRM INFORMATION
Established
Delaware since 08/10/2000
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| GIULIANI PARTNERS LLC | SHAREHOLDER | ||
| OESTERLE, STEVEN DONALD | CEO/CHAIRMAN GCA ADVISORY COMMITTEE | 4368743 | |
| CARTER, JAMES WALTER | SHAREHOLDER/MEMBER OF GCA ADVISORY COMMITTEE | 4360767 | |
| COMELLA, MICHELLE MARIE | CHIEF COMPLIANCE OFFICER | ||
| SADZEWICZ, GERY JOSEPH | ACTING CHIEF FINANCIAL OFFICER | 1090963 | |
| SCHWAB, PETER MARTIN | SHAREHOLDER/COO/MEMBER OF GCA ADVISORY COMMITTEE | 4360064 | |
| SOLIMENE, LEWIS WILLIAM JR | SHAREHOLDER/MEMBER OF GCA ADVISORY COMMITTEE | 3181123 |
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Advisor's working at GIULIANI CAPITAL ADVISORS LLC
Adam Joseph Zibly
RR
CRD#: 7417963
Location:
New York, NY 10017
Company:
FINALIS SECURITIES LLC
Disclosures:
Experience:
5 years
Kyle Vann Mylius
IAR
CRD#: 2658148
Location:
Seattle, WA 98121
Company:
HUMANIZE WEALTH
Disclosures:
Experience:
30 years
CO
Cara Jean O'grady
PR
CRD#: 6484897
Location:
St. Louis, MO 63131
Company:
EDWARD JONES
Disclosures:
Experience:
10 years
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