Dennis Spontarelli
Dennis Spontarelli is a registered investment advisor at Emvision Capital Advisors, LLC, based in Aurora, OH, with 30 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 429 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EmVision Capital Advisors charges an annual percentage fee based on the value of your investments. The exact fee is negotiated with each client. Some clients may have a minimum quarterly fee or flat fee structures not based on the value of their investments.
Location
251 W. Garfield Rd, Ste 155, Aurora, OH, 44202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis co-owns D&K DDCT, a condominium rental, and Spontarelli Financial Services, a firm for securities, advisory, and insurance business. He also engages in fixed insurance sales, dedicating minimal time to this activity.
Employment History
Current Registrations
Emvision Capital Advisors, LLC
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Emvision Capital Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Cantella & CO., INC.
Cantella & CO., INC.Broker
Harbor Financial Services, LLC
Harbor Financial Services, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations8 states
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.