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About this Advisor
Vincent Dileva is a certified financial planner in Los Angeles, California. Currently a registered investment advisor at Seia, Dileva has a notable 22 years of practice as a registered advisor. Dileva holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Dileva is able to serve customers based out of California and Texas. Throughout their career, Dileva has worked at Royal Alliance Associates, Inc, Signature Estate & Investment Advisors and Signator Investors, Inc. Seia is based out of Los Angeles, California, and operates out of six brick-and-mortar locations in the United States. As a company, Seia manages $6 billion in assets dispersed across 10,210 accounts and retains more than 85 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 1,512 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Seia offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Seia Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Vincent Dileva Work History
Vincent has 22 years of experience.
Royal Alliance Associates, Inc
Signature Estate & Investment Advisors
Signator Investors, Inc
Vincent Dileva has no disclosures.
Please visit their SEC profile for more details.