Ray Dibartolomeo
Ray Dibartolomeo is a registered investment advisor at Ironcrest Capital Management LLC, based in Santa Barbara, CA, with 10 years of industry experience. Ray operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 105 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ironcrest Capital Management offers investment management services through wrap fee programs. Details about the fees can be found in the separate Wrap Fee Program Brochure. Clients will not incur transaction costs for trades. Clients may also pay holdings charges imposed by the custodian for certain investments, charges imposed directly by a mutual fund, index fund, or exchange traded fund.
Location
2420 Castillo Street, Suite 100, Santa Barbara, CA, 93105
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Regulatory History (1)
Criminal
March 2001Other Business ActivitiesSells Insurance
Ray is a California resident insurance producer and licensed insurance agent/broker. This activity is not investment-related.
Employment History
Current Registrations
Ironcrest Capital Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
State Registrations2 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.