Charles J. Dibenedetto

DIBENEDETTO & ASSOCIATES LTD

ROCKFORD, IL 61114

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CRD#: 1069468

Professional summary

Charles Joseph Dibenedetto is a registered financial advisor currently at DIBENEDETTO & ASSOCIATES LTD located in Rockford, Illinois.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Charles has worked at 4 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Charles Joseph Dibenedetto'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®

None

Experience

Current

May 26, 2004 - Present

DIBENEDETTO & ASSOCIATES LTD

Office #1: 6845 Weaver Road Ste. 300, Rockford, IL 61114

RIA

CRD#: 108092

ROCKFORD, IL

Past

March 18, 1998 - December 31, 2002

DIBENEDETTO & ASSOCIATES LTD

RIA

CRD#: 108092

ROCKFORD, IL

Past

February 25, 1985 - March 25, 1985

INLAND SECURITIES CORPORATION

CRD#: 15807

Past

February 22, 1983 - March 30, 2009

FOX & HENRY, INC.

CRD#: 10210

BURR RIDGE, IL

Past

December 22, 1982 - January 18, 1983

D H BRUSH & ASSOCIATES, INC.

CRD#: 3667

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".

DIBENEDETTO & ASSOCIATES LTD

BURTON PORTFOLIOS LTD | DIBENEDETTO & BURTON LTD. | DIBENEDETTO & ASSOCIATES LTD

CRD#: 108092 / SEC#: 801-55322

RIA

Registered Investment Advisory firm - (2/2/1998 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

Illinois
(5/26/2004)

IAR

Texas
(5/1/2013)

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

Series 63

Date: 12/3/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/20/1997

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 2/21/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 12/21/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DIBENEDETTO & ASSOCIATES LTD

BURTON PORTFOLIOS LTD | DIBENEDETTO & BURTON LTD. | DIBENEDETTO & ASSOCIATES LTD

CRD#: 108092 / SEC#: 801-55322

RIA

Registered Investment Advisory firm - (2/2/1998 Approved)

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Contact information

Main Address

4920 Forest Hills Road, Loves Park, IL 61111

Mailing Address

Phone number

(815) 654-8850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DIBENEDETTO & ASSOCIATES ADV PT. 2 3/18/2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	644
AUM (Assets Under Management)	$ 312,524,392

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Charles J. Dibenedetto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Joseph Dibenedetto's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIBENEDETTO & ASSOCIATES LTD

INLAND SECURITIES CORPORATION

FOX & HENRY, INC.

D H BRUSH & ASSOCIATES, INC.

Primary Firm SEC Registration

DIBENEDETTO & ASSOCIATES LTD

State Registrations and Notice Filings

Exams

Series 63

Date: 12/3/1991

Series 7

Date: 10/20/1997

Series 22

Date: 2/21/1983

Series 6

Date: 12/21/1982

Current Firm

DIBENEDETTO & ASSOCIATES LTD

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIBENEDETTO & ASSOCIATES LTD

TRUST BUT VERIFY

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