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Gayle Dilla

Lanark Financial, INC.
35 Years of Experience
Hunt Valley, MD
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Gayle Dilla is a registered investment advisor at Lanark Financial, INC., based in Hunt Valley, MD, with 35 years of industry experience. Gayle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 3,576 clients with $1.8B in assets under management.

Lanark Financial, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
3,576 clients
Average Client Portfolio
$499K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory fees generally range from 0.50% to 2.50% annually based on the investment manager selected, portfolio size, and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6 North Park Drive, Suite 106, Hunt Valley, MD, 21030

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2023
Settled
Employment Separation After Allegations
November 2017
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gayle handles administration, data entry, and QuickBooks for her sister's cleaning business, The Grime Scene. She also does bookkeeping for Wenkat Design and Construction, dedicating minimal time to this activity.

Employment History
Current Registrations
Lanark Financial, INC.Broker
December 2017 - Present · 8 yrs 10 mos
Lanark Financial, INC.
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2009 - December 2017 · 8 yrs 11 mos
UBS Financial Services INC.
January 2009 - December 2017 · 8 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - January 2009 · 1 yr 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - January 2009 · 1 yr 9 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
September 2006 - April 2007 · 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2002 - November 2004 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1997 - November 2004 · 7 yrs 6 mos
Painewebber IncorporatedBroker
October 1993 - April 1997 · 3 yrs 6 mos
J. W. Gant & Associates, INC.Broker
January 1989 - July 1992 · 3 yrs 6 mos
J. W. Gant & Associates, INC.Broker
May 1987 - June 1988 · 1 yr 1 mo
State Registrations6 states
DCMDMNMTNYVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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