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Joseph Louis Dearce

Wilmington Capital Securities, LLC

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About Joseph Louis Dearce

Joseph Dearce has been working in the financial services industry since 1983 and is currently registered with Wilmington Capital Securities, LLC. Joseph has held previous roles with David Lerner Associates, Inc., Raymond James & Associates, Inc., TMA Government Securities, LTD., and Butcher & Singer Inc.. Joseph is a licensed General Securities Representative with a Series 7 license and is a Registered Principal with a Series 24 license. Joseph specializes in providing financial planning services as well as portfolio management for individuals.

Firm Information

Joseph Dearce is currently registered with Wilmington Capital Securities, LLC. Wilmington Capital Securities, LLC is a Limited Liability Company registered in New York in 2004. The firm provides financial planning and portfolio management for individuals and businesses. They also offer wrap fee programs. Wilmington Capital Securities, LLC is registered with the SEC and with 49 state regulators. They manage approximately $243 million in assets and serve a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Wilmington Capital Securities, LLC

600 OLD COUNTRY ROAD

GARDEN CITY, NY 11530

$243.01M

Assets Under Management

225

Total Clients

27

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Joseph Dearce’s Registration & Firm History

NY

02/05/2020 - Present

Wilmington Capital Securities, LLC (GARDEN CITY NY)

FL

09/04/1987 - 02/05/2020

DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)

NA

10/23/1986 - 04/21/1987

RAYMOND JAMES & ASSOCIATES, INC.

NA

12/11/1984 - 09/10/1986

TMA GOVERNMENT SECURITIES, LTD.

NA

03/23/1983 - 02/04/1985

BUTCHER & SINGER INC.

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Licenses & Designations

BC

Issued 02/16/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/1989

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Louis Dearce.
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