DREAMS INVESTMENT SOLUTIONS
CRD #339186 SEC #801-135153 SARASOTA, FL 941-232-1837
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
3
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERTELSEN, EDWARD, CHRISTIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hardy, Jacob, Hampton | I | MANAGING PARTNER | E | Control |
Registrations
Federal
IA
Dec 15, 2025 REGISTERED
Notice Filings (1)
FL
Address
2070 RINGLING BLVD201
SARASOTA, FL 34237
United States
Phone: 941-232-1837