Paul F Dellamonica

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2018-10-12

PA RA
APPROVED

Since 2018-10-12

Branch Locations

100 W. Main Street Suite 412D, Lansdale, PA 19446 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2016-06-06

PA RA
APPROVED

Since 2016-06-06

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

100 W. Main Street Suite 412D, Lansdale, PA 19446 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Investment	Wyncote	PA	03/2016	Present
Delbar Hvac	Glenside	PA	12/2015	Present

03/2016 → Present

Lincoln Investment

Wyncote, PA
12/2015 → Present

Delbar Hvac

Glenside, PA

Other Businesses

DELBAR HVAC POSITION: Mechanic NATURE: HVAC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2009 ADDRESS: 134 G Tyson Ave, Glenside PA 19038, United States DESCRIPTION: Technical/electrical work on HVAC systems PAUL DELLAMONICA POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 421 Sylvania Ave, Glenside PA 19038, United States DESCRIPTION: Managing a rental property and the tenants.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-05-19

S66 Uniform Combined State Law Examination

2016-05-19

View on SEC IAPD