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Nicholas Nmn Dalmaso

Investment adviser representative at Sound Capital Solutions LLC
11 yearsExperience
1 stateRegistered in
$305.7MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Sound Capital Solutions LLCAug 2020 to now
  2. Sound Capital Distributors LLCAug 2020 to now
  3. M1 Advisory Services LLCFeb 2015 to Dec 2020
  4. M1 Finance LLCFeb 2015 to Dec 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (IL).

Sound Capital Solutions LLC

$305.7MAssets managed
2Clients
3Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2246955
Firm CRD
311034
Advisor's SEC record (opens in a new tab)
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