Dinamarie R. Isola
Professional summary
Dinamarie Rose Isola, who also goes by Dinamarie R Grasso, Dinamarie Rose Grasso, is a registered financial advisor currently at RITHOLTZ WEALTH MANAGEMENT located in Stony Brook, New York.
Dinamarie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Dinamarie has worked at 3 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dinamarie Rose Isola's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 6, 2021 - Present
RITHOLTZ WEALTH MANAGEMENT
March 19, 1997 - April 14, 2003
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
October 18, 1991 - January 29, 1997
LORD ABBETT DISTRIBUTOR LLC
Primary Firm SEC Registration
RITHOLTZ WEALTH MANAGEMENT
CRD#: 168652 / SEC#: 801-78479
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/6/2021)
Exams
Current Firm
RITHOLTZ WEALTH MANAGEMENT
CRD#: 168652 / SEC#: 801-78479
Contact information
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,801 |
| AUM (Assets Under Management) | $ 6,459,181,176 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/28/2025 | ||
| 04/10/2024 |
Red Flags
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