Joseph J. Dimaio

WICK CAPITAL PARTNERS

Wayne, PA 19087

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CRD#: 1017698

Professional summary

Joseph John Dimaio JR, CFP®, who also goes by (jr) Joseph John Dimaio, is a registered financial advisor currently at WICK CAPITAL PARTNERS, LLC located in Wayne, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Joseph has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 53, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

(jr) Joseph John Dimaio

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph John Dimaio JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

August 2, 2023 - Present

WICK CAPITAL PARTNERS, LLC

Office #1: 150 N. Radnor Chester Road Suite A225, Wayne, PA 19087

RIA

CRD#: 299194

Wayne, PA

Past

October 18, 2016 - July 25, 2018

BRYN MAWR TRUST ADVISORS, LLC

RIA

CRD#: 285359

PHILADELPHIA, PA

Past

October 30, 2002 - March 30, 2017

WEST CAPITAL MANAGEMENT, INC.

RIA

CRD#: 110572

PHILADELPHIA, PA

Past

August 1, 1989 - February 25, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

October 20, 1987 - November 24, 1987

MERITOR GROUP INVESTMENTS CORP.

CRD#: 18167

Past

July 9, 1986 - July 16, 1986

TEAM BROKERAGE, INC.

CRD#: 17671

Past

January 14, 1985 - March 12, 1987

NF CLEARING, INC.

CRD#: 14285

Past

December 11, 1981 - September 26, 1984

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WICK CAPITAL PARTNERS, LLC

WICK CAPITAL MANAGEMENT, LLC | WICK CAPITAL PARTNERS, LLC

CRD#: 299194 / SEC#: 801-114337

RIA

Registered Investment Advisory firm - (11/23/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(8/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/15/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/21/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 11/2/1987

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 6/15/1982

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/10/1982

General Securities Principal Examination

Current Firm

WICK CAPITAL PARTNERS, LLC

WICK CAPITAL MANAGEMENT, LLC | WICK CAPITAL PARTNERS, LLC

CRD#: 299194 / SEC#: 801-114337

RIA

Registered Investment Advisory firm - (11/23/2018 Approved)

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Contact information

Main Address

150 N. Radnor Chester Road Suite A225, Wayne, PA 19087

Mailing Address

Phone number

(215) 302-3535

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WICK FORM ADV PART2A 2025V2 (6/18/2025)

Regulatory assets under management

Total Number of Accounts	942
AUM (Assets Under Management)	$ 565,287,657

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph J. Dimaio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph John Dimaio JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRYN MAWR TRUST ADVISORS, LLC

WEST CAPITAL MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERITOR GROUP INVESTMENTS CORP.

TEAM BROKERAGE, INC.

NF CLEARING, INC.

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

WICK CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2002

Series 63

Date: 12/15/1981

Series 7

Date: 11/21/1981

Series 53

Date: 11/2/1987

Series 4

Date: 6/15/1982

Series 24

Date: 3/10/1982

Current Firm

WICK CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WICK CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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