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Robert Joseph Dalzell

Firm PrincipalFnex Wealth, LLCCRD 5811956

About Robert Joseph Dalzell

Robert Joseph Dalzell is listed as Firm Principal at Fnex Wealth, LLC in Indianapolis, IN. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Fnex Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Robert Joseph Dalzell work?

Robert Joseph Dalzell is listed as Firm Principal at Fnex Wealth, LLC on SEC Form ADV.

How much of Fnex Wealth, LLC does Robert Joseph Dalzell own?

Form ADV reports a beneficial ownership band of 10-25%.

Fnex Wealth, LLC

TitleFirm Principal
Ownership10-25%
Control personYes
Since2025
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