Dinitia Cazy
Dinitia Cazy is a registered investment advisor at Blacktower Financial Management (US) LLC, based in Indianapolis, IN, with 22 years of industry experience. Dinitia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 495 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blacktower Financial Management (US) LLC offers asset management services for US residents and US-connected individuals. Your advisor will create a portfolio allocation based on your investment objectives and risk profile, making transactions as needed. The fees for these services are negotiable, but will not exceed 2% annually. The frequency of fee payments (monthly or quarterly) will be agreed upon with your advisor. There may be additional costs for engaging third-party managers or strategists.
Location
Indianapolis, IN
Get directionsHistory
Regulatory History (1)
Financial
March 2024Other Business Activities
Dinitia works as the Chief Compliance Officer and IAR for Blacktower Financial Management US LLC, an SEC Registered Investment Adviser, since August 2024. This takes about half of her time, with about a quarter of her time spent during market hours, and involves administering the firm's compliance program.
Employment History
Current Registrations
Blacktower Financial Management (US) LLC
Previous Registrations
FennelBroker
Northwestern Mutual Investment Services, LLCBroker
Exemplar Wealth Advisors, LLC
Exemplar Capital, LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
National Planning CorporationBroker
NFP Securities, INC.Broker
Intervest International Equities CorporationBroker
American General Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
American United Life Insurance CompanyBroker
The Variable Annuity Marketing CompanyBroker
State Registrations1 state
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.