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Managing Member/chief Compliance Officer/owns Common Shares · Guidance Point Advisors, LLC

Wesley A. Delcol

CRD 2979272 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Guidance Point Advisors, LLC, an SEC-registered wealth manager with $558 million in regulatory assets, lists Wesley A. Delcol on its Form ADV as Managing Member/chief Compliance Officer/owns Common Shares, a control person. The SEC filings also name Wesley at 1 other registered adviser.

Firms and roles

AtlasMembers

Wesley’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 each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
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Search and export owners by title, state and firm size
Locked
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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

  • Robert E. DelcolMember/owns Preferred A Shares,non-Voting, 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 Wesley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.