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Frank Dilalla
30 Years of Experience
Westlake, OH
1 DisclosureBroker
Frank Dilalla is a registered investment advisor at Raymond James & Associates, INC., based in Westlake, OH, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
159 Crocker Park Blvd., Suite 390, Westlake, OH, 44145
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2009Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
August 2017 - Present · 8 yrs 11 mos
Raymond James & Associates, INC.Broker
August 2017 - Present · 8 yrs 11 mos
Raymond James & Associates, INC.
August 2017 - Present · 8 yrs 11 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - August 2017 · 8 yrs 2 mos
Morgan Stanley
June 2009 - August 2017 · 8 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2003 - April 2007 · 4 yrs 3 mos
Morgan Stanley Dw INC.Broker
October 1995 - April 2007 · 11 yrs 6 mos
State Registrations14 states
COFLIAILKSMAMINCNYOHPATXVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.