Dilda
Dalvi
Harrell Investment Partners, LLC
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About this Advisor
Dilda Dalvi is a financial advisor working out of Austin, Texas with a total of 1 year of relevant experience. Dalvi is currently employed by Harrell Investment Partners, LLC. Dalvi has gained experience at Wells Fargo Advisors LLC, Raymond James & Associates, Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisor, Inc, Harrell Investment Partners, LLC, Live Oak Investment Partners, LLC and Cantella & Co., Inc. Dalvi holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to serve investors in Texas. Harrell Investment Partners, LLC is a firm that has its headquarters in Austin, TX. It handles $451 million in total assets between its 747 client accounts, placing it among the bigger firms in the nation by assets under management. Of its 747 accounts, 37% are held by high-net-worth clients who have greater than $1 million in assets. Harrell Investment Partners, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely are based on the financial services provided. Fee types billed by Harrell Investment Partners, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harrell Investment Partners, LLC Brokerage Details
$450,825,831
6
747
$603,515
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dilda Dalvi Work History
Dilda has been registered as a financial advisor for 1 years.*
Harrell Investment Partners, LLC
Live Oak Investment Partners, LLC
Cantella & Co., Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisor, Inc
Raymond James & Associates, Inc
Wells Fargo Advisors LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dilda Dalvi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Harrell Investment Partners, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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