Dilda Deepak Dalvi
Investment Adviser Representative at Harrell Investment Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dilda Deepak Dalvi is an investment adviser representative with Harrell Investment Partners, LLC in Austin, TX, where they have been registered since 2022. They have worked in the securities industry since 2012 and have been registered with 6 firms, including LIVE OAK Investment Partners and Raymond James Financial Services Advisors, Inc. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James & Associates, Inc.Mar 2017 – Dec 2019Austin, TX
- UnemployedJun 2015 – Mar 2017Round Rock, TX
- UnemployedJan 2020 – Feb 2020Austin, TX
- Raymond James Financial Services, Inc.Mar 2020 – Aug 2021Austin, TX
- Raymond James Financial Services Advisor, Inc.Mar 2020 – Aug 2021Austin, TX
- Cantella & Co., Inc.Aug 2021 – Nov 2021Malden, MA
- Live Oak Investment Partners, LLCAug 2021 – Nov 2021Austin, TX
- Harrell Investment Partners, LLCNov 2021 – no end date reportedAustin, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Harrell Investment Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Austin, TX
- SEC file number:
- 801-114354
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 17, 2026
View full firm profileOther advisors at Harrell Investment Partners, LLC
3 other advisors in the directory
Similar advisors in Austin, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dilda Deepak Dalvi has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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