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Member/owns Preferred A Shares,non-Voting · Guidance Point Advisors, LLC

Robert E. Delcol

CRD 1513208 · Named on Form ADV at one SEC-registered adviser

At a glance

Guidance Point Advisors, LLC, an SEC-registered wealth manager with $558 million in regulatory assets, lists Robert E. Delcol on its Form ADV as Member/owns Preferred A Shares,non-Voting.

Firms and roles

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Wesley A. DelcolManaging Member/chief Compliance Officer/owns Common Shares, Guidance Point Advisors, LLC
  • Benjamin J. SmithMember/preferred Unit Holder and Principal, Guidance Point Advisors, LLC
  • Andrew J. WalkerMember/preferred Unit Holder and Principal, Guidance Point Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.