Advisor at Ironcrest Capital Management LLC
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Firm
Ironcrest Capital Management LLC
Location
Santa Barbara, CA 93105
Credentials
Series 66
Industry experience
10 years
Ray Dibartolomeo is a financial advisor at Ironcrest Capital Management LLC with 10 years of industry experience. He holds the Series 66 designation and has prior work experience at Bank of America, Merrill Lynch, and Quest Capital Strategies. In addition to his advisory role, he is a licensed insurance agent. Ironcrest Capital Management LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, and business entities. The firm employs a variety of analytical methods and investment strategies, managing approximately $40 million across about 105 client relationships in a single-advisor practice.
Based on Ironcrest Capital Management LLC
2420 Castillo Street, Suite 100
Santa Barbara, CA 93105
California · Texas
Ironcrest Capital Management LLC
2020 - Present (6 years)
Bank Of America, N.a.
2016 - 2020 (4 years)
Merrill
2016 - 2020 (4 years)
Quest Capital Strategies, Inc.
2015 - 2016 (1 year)
Wellfit
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Santa Barbara, CA
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CFA®, Series 63
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Series 66
Santa Barbara, CA
Duran Capital Management, LLC
CFP®, Series 66
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Select Investment Services
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