Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Disalvio

Lincoln International LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Disalvio

Daniel Disalvio is a financial professional registered with Lincoln International LLC, a broker-dealer. Daniel's career in the financial industry began in 2016, and Daniel has held positions with ACERVUS SECURITIES, INC. and SIXPOINT PARTNERS LLC. Daniel has passed several securities exams including the Series 7, Series 63 and Series 79TO. Daniel is currently registered in several states, including California, Georgia, Illinois, New York and Texas.

Firm Information

Daniel Disalvio is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Disalvio’s Registration & Firm History

NY

10/09/2023 - Present

Lincoln International LLC (NEW YORK NY)

NY

10/08/2021 - 08/17/2023

ACERVUS SECURITIES, INC. (NEW YORK NY)

NY

12/21/2016 - 09/30/2021

SIXPOINT PARTNERS LLC (NEW YORK NY)

Not sure if Daniel Disalvio is right for you?

Licenses & Designations

BC

Issued 03/22/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Disalvio.
Not sure if Daniel Disalvio is right for you?