Vincent
Dileva

Seia

CRD#2630819
Investment Advisor
in Los Angeles, CA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

22 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2121 Avenue Of The Stars, Suite 1600
Los Angeles, CA 90067

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Seia Brokerage Details

Total Assets Under Management

$6,223,150,162

CA Average: $7,578,581,321
Total Number of Employees

85

CA Average: 43
Total Number of Accounts

11,606

CA Average: 3,727
Average Account Size

$536,201

CA Average: $2,033,427

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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.

2018 - Present (1 year)

Royal Alliance Associates, Inc

2001 - Present (18 years)

Signature Estate & Investment Advisors

1996 - Present (23 years)

Signator Investors, Inc

Disclosures

Vincent Dileva has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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