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RIA / WealthAdvisor16 years in industry

ZENIA LISETTE DELGADO

Advisor at GALLIOTT CAPITAL ADVISORS, LLC

BEVERLY HILLS, CA

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Search this name across graphsid dfx:ria:33d54cae-9d11-a8ee-5ca3-de27d1e3cd9c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 2
Observed: Jul 9, 2010 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Zenia Lisette Delgado

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Zenia Lisette Delgado

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GALLIOTT CAPITAL ADVISORS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 7, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 7, 2010
First registration: Jul 9, 2010
Dual registered: no
IAPD individual key: 5061089

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GALLIOTT CAPITAL ADVISORS, LLC	Mixed wealth	Sep 16, 2024	n/a	yes	BEVERLY HILLS, CA	Current employment
INSIGNEO ADVISORY SERVICES, LLC	Mixed wealth	Aug 22, 2022	Mar 5, 2024	no	MIAMI, FL	Previous registration
GALLIOTT CAPITAL ADVISORS, LLC	Mixed wealth	Apr 30, 2021	Jul 6, 2022	no	BEVERLY HILLS, CA	Previous registration
INSIGNEO ADVISORY SERVICES, LLC	Mixed wealth	Jul 1, 2020	Mar 1, 2022	no	Beverly Hills, CA\|MIAMI, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 2, 2016	Jul 2, 2020	no	Los Angeles, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 12, 2010	Jun 7, 2016	no	Los Angeles, CA	Previous registration
DEUTSCHE BANK SECURITIES INC.	No RAUM reported	Jul 9, 2010	Aug 4, 2010	no	Los Angeles, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INSIGNEO ADVISORY SERVICES, LLC	GALLIOTT CAPITAL ADVISORS, LLC	Mar 5, 2024	Sep 16, 2024	195	Firm change	RIA to RIA
GALLIOTT CAPITAL ADVISORS, LLC	INSIGNEO ADVISORY SERVICES, LLC	Jul 6, 2022	Aug 22, 2022	47	Firm change	RIA to RIA
INSIGNEO ADVISORY SERVICES, LLC	GALLIOTT CAPITAL ADVISORS, LLC	Mar 1, 2022	Apr 30, 2021	-305	Firm change after gap	RIA to new firm
MORGAN STANLEY	INSIGNEO ADVISORY SERVICES, LLC	Jul 2, 2020	Jul 1, 2020	-1	Firm change	Wirehouse to RIA
J.P. MORGAN SECURITIES LLC	MORGAN STANLEY	Jun 7, 2016	Jun 2, 2016	-5	Firm change	Wirehouse to wirehouse
DEUTSCHE BANK SECURITIES INC.	J.P. MORGAN SECURITIES LLC	Aug 4, 2010	Jul 12, 2010	-23	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
313094:282589:CA:2022-07-06	Jul 6, 2022	Aug 22, 2022	BEVERLY HILLS, CA	Firm change
149777:282589:CA:2020-07-02	Jul 2, 2020	Jul 1, 2020	LOS ANGELES, CA	Firm change
79:149777:CA:2016-06-07	Jun 7, 2016	Jun 2, 2016	LOS ANGELES, CA	Firm change

Relationships

Registered with (5)

→ GALLIOTT CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 30, 2021 to Jul 6, 2022factForm ADV
→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Aug 22, 2022 to Mar 5, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 2, 2016 to Jul 2, 2020factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jul 12, 2010 to Jun 7, 2016factForm ADV
→ DEUTSCHE BANK SECURITIES INC.Registered adviserregistration: previous registration
Jul 9, 2010 to Aug 4, 2010factForm ADV

Dated events

Occurred
Mar 5, 2024
Advisor changed firm
Zenia Lisette Delgado left Insigneo Advisory Services, Llc for Galliott Capital Advisors, Llc (registered 2024-09-16)
Form ADVobserved 5 days ago
Occurred
Jul 6, 2022
Advisor changed firm
Zenia Lisette Delgado left Galliott Capital Advisors, Llc for Insigneo Advisory Services, Llc (registered 2022-08-22)
Form ADVobserved 5 days ago
Occurred
Mar 1, 2022
Advisor changed firm
Zenia Lisette Delgado left Insigneo Advisory Services, Llc for Galliott Capital Advisors, Llc (registered 2021-04-30)
Form ADVobserved 5 days ago