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Zenia Lisette Delgado

Galliott Capital Advisors, LLC

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About Zenia Lisette Delgado

Zenia Lisette Delgado is a Registered Representative at Galliott Capital Advisors, LLC, based in Beverly Hills, California. Zenia holds a Series 66 license. Prior to joining Galliott Capital Advisors, Zenia held positions at Morgan Stanley & Co., J.P. Morgan Securities Inc. and Insigneo Advisory Services. Zenia specializes in a range of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors. Galliott Capital Advisors, LLC, is a Registered Investment Advisor with an office in Beverly Hills, California.

Firm Information

Zenia Delgado is currently registered with Galliott Capital Advisors, LLC. Galliott Capital Advisors, LLC is an investment advisor based in Beverly Hills, California. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for businesses, individuals, and pooled investment vehicles. Galliott Capital Advisors manages approximately $118.2 million in assets, with a focus on institutional consulting. The firm caters to high-net-worth individuals, corporations, pooled investment vehicles, and pension and profit-sharing plans.
Galliott Capital Advisors, LLC

9401 WILSHIRE BLVD.

BEVERLY HILLS, CA 90212

$118.22M

Assets Under Management

39

Total Clients

6

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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institutional consulting

Institutional consulting

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Consulting

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Zenia Delgado’s Registration & Firm History

CA

09/16/2024 - Present

Galliott Capital Advisors, LLC (BEVERLY HILLS CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zenia Lisette Delgado.
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