Samuel A. Dedio

PATRUMIN INVESTORS

Naples, FL 34105

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CRD#: 2648450

Professional summary

Samuel Anthony Dedio, CFA is a registered financial advisor currently at PATRUMIN INVESTORS, LLC located in Naples, Florida.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Samuel has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 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.

Professor, Yes,10501 FGCU Blvd. S. Fort Myers, FL 33965, Teaching courses in Finance and Investments, Adjunct Professor, August 2018,10 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Anthony Dedio's 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®

CFA

Chartered Financial Analyst

Experience

Current

July 2, 2014 - Present

PATRUMIN INVESTORS, LLC

Office #1: Airport Professional Center 3811 Airport Rd. North, Suite 201a, Naples, FL 34105

RIA

CRD#: 170454

Naples, FL

Past

October 10, 1995 - May 22, 1997

LIEBER & COMPANY

CRD#: 4163

WHITE PLAINS, NY

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

Florida
(1/2/2015)

IAR

New Jersey
(7/2/2014)

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: 6/25/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/19/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/9/1995

General Securities Representative Examination

Current Firm

PATRUMIN INVESTORS, LLC

CRD#: 170454 / SEC#:

Florida

Registered Investment Advisory firm - (1/2/2015 Approved)

New Jersey

Registered Investment Advisory firm - (5/15/2014 Approved)

New York

Registered Investment Advisory firm - (10/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Airport Professional Center 3811 Airport Rd. North, Suite 201a, Naples, FL 34105

Mailing Address

Phone number

(844) 728-7864

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	102
AUM (Assets Under Management)	$ 20,715,620

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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Samuel A. Dedio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Anthony Dedio's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATRUMIN INVESTORS, LLC

LIEBER & COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2014

Series 63

Date: 10/19/1995

Series 7

Date: 10/9/1995

Current Firm

PATRUMIN INVESTORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PATRUMIN INVESTORS, LLC

TRUST BUT VERIFY

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