Kimberly L. Adams-dipiero
Professional summary
Kimberly Lyn Adams-dipiero, who also goes by Kimberly L Adams, Kimberly Lyn Adams, Kimberly Adams-dipiero, is a registered financial advisor currently at CASSINI CAPITAL MANAGEMENT, LLC located in Clearwater, Florida.
Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Kimberly has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Lyn Adams-dipiero's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 21, 2021 - Present
CASSINI CAPITAL MANAGEMENT, LLC
April 12, 2004 - January 8, 2016
KESTRA INVESTMENT SERVICES, LLC
October 16, 2002 - January 8, 2016
KESTRA INVESTMENT SERVICES, LLC
September 22, 1997 - March 1, 2021
PROVISE MANAGEMENT GROUP, LLC
January 31, 1995 - December 3, 2003
TRANSAMERICA FINANCIAL ADVISORS, LLC
January 24, 1995 - December 3, 2003
TRANSAMERICA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/21/2021)
Exams
Current Firm
CASSINI CAPITAL MANAGEMENT, LLC
CRD#: 287861 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 113 |
| AUM (Assets Under Management) | $ 79,238,360 |
Red Flags
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