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Dana Villanova

Bancroft Capital, LLC

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About Dana Villanova

Dana Villanova is a financial advisor with Bancroft Capital, LLC, a registered investment advisor. Dana has a wide range of experience, having worked previously with Morgan Stanley & Co., Incorporated, AllianceBernstein Investment Research and Management, Inc., and ING DIRECT SECURITIES INC. Dana holds the Series 6, 7, 52TO, and 63 licenses and the Series 65 exam. Dana specializes in financial planning and pension consulting.

Firm Information

Dana Villanova is currently registered with Bancroft Capital, LLC. Bancroft Capital, LLC is a Limited Liability Company formed in July 2017. The firm provides financial planning and pension consulting services to a variety of clients. They are registered with the SEC and in 34 states. They have 4 investment adviser representatives and 4 registered representatives.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dana Villanova’s Registration & Firm History

CA

07/07/2023 - Present

Bancroft Capital, LLC (San Mateo CA)

NY

01/07/2005 - 08/07/2007

MORGAN STANLEY & CO., INCORPORATED (PURCHASE NY)

TN

09/27/2004 - 01/10/2005

ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)

DE

12/19/2003 - 03/12/2004

ING DIRECT SECURITIES INC. (WILMINGTON DE)

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Licenses & Designations

IA

Issued 09/27/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 02/14/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/18/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dana Villanova.
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