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Ryan Dalessandro

Bancroft Capital, LLC

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About Ryan Dalessandro

Ryan Dalessandro is a financial professional with over 2 years of experience in the industry. Ryan is currently registered with Bancroft Capital, LLC and has a Series 7, Series 66 and Series 79 license. Ryan is a registered representative in New York and Pennsylvania. Previously, Ryan was with UBS Financial Services Inc. Ryan specializes in financial planning and pension consulting.

Firm Information

Ryan Dalessandro 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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Ryan Dalessandro’s Registration & Firm History

NY

02/08/2023 - Present

Bancroft Capital, LLC (Uniondale NY)

NJ

08/11/2022 - 01/24/2023

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 09/09/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/11/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ryan Dalessandro.
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