Mario Dilisciandro is a registered investment advisor at Capital Analysts, based in Marlton, NJ, with 20 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
Suite 10201, 10000 Sagemore Drive, Marlton, NJ, 08053
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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 Activities
Mario is the Board Chair for both the Mantua Township Municipal Utilities Authority and the Gloucester County Library System. He dedicates minimal time to each role, presiding over monthly meetings and reviewing issues.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Ctc L.L.C.Broker
Nylife Securities LLCBroker
Bullaro Securities CORP.Broker
Trinity Derivatives Group, LLCBroker
State Registrations13 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.