Zenia Lisette Delgado
Investment adviser representative at Galliott Capital Advisors, LLC
10 yearsExperience
1 stateRegistered in
$249MFirm assets
5 yearsFirm in business
Are you Zenia Lisette Delgado? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Galliott Capital Advisors, LLCMar 2024 to now
- Insigneo Advisory ServicesAug 2022 to Mar 2024
- Galliott Capital AdvisorsApr 2021 to Jul 2022
- Insigneo Advisory ServicesJul 2020 to Mar 2022
- Morgan Stanley & Co.Jun 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Galliott Capital Advisors, LLC
$249MAssets managed
113Clients
4Advisers
5 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
- 5061089
- Firm CRD
- 313094