Thomas Dibari

CHARTWELL INVESTMENT PARTNERS

Long Valley, NJ

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CRD#: 2787179

Professional summary

Thomas Dibari, CIMA®, who also goes by Tom Dibari, is a registered financial advisor currently at CHARTWELL INVESTMENT PARTNERS, LLC located in Long Valley, New Jersey and CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Thomas has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tom Dibari

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 Thomas Dibari'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

August 11, 2022 - Present

CHARTWELL INVESTMENT PARTNERS, LLC

RIA

CRD#: 170335

Long Valley, NJ

Current

June 30, 2022 - Present

CARILLON FUND DISTRIBUTORS, INC.

Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716

CRD#: 139749

St. Petersburg, FL

Past

March 7, 2017 - June 30, 2022

CHARTWELL TSC SECURITIES CORP.

CRD#: 172196

PITTSBURGH, PA

Past

November 20, 2015 - June 30, 2022

CHARTWELL INVESTMENT PARTNERS, LLC

RIA

CRD#: 170335

LONG VALLEY, NJ

Past

February 25, 2014 - April 17, 2015

GNV ADVISORS, LLC

CRD#: 147286

CHICAGO, IL

Past

August 21, 2012 - April 17, 2015

GENEVA ADVISORS, LLC

RIA

CRD#: 121629

CHICAGO, IL

Past

December 11, 2008 - August 3, 2012

PACIFIC INCOME ADVISERS INC

RIA

CRD#: 104719

SANTA MONICA, CA

Past

September 23, 1999 - June 30, 2006

SYNDICATED CAPITAL, INC.

CRD#: 29037

SANTA MONICA, CA

Past

October 23, 1996 - June 11, 1999

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

CHARTWELL INVESTMENT PARTNERS, LLC

CHARTWELL ACQUISITION, INC. | CHARTWELL INVESTMENT PARTNERS, LLC | CHARTWELL INVESTMENT PARTNERS, INC. | CHARTWELL ACQUISITION, INCORPORATED

CRD#: 170335 / SEC#: 801-79127

RIA

Registered Investment Advisory firm - (2/11/2014 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/11/2023)

Alaska
(7/11/2023)

Arizona
(7/11/2023)

Arkansas
(7/11/2023)

California
(7/11/2023)

Colorado
(7/11/2023)

Connecticut
(7/11/2023)

Delaware
(6/30/2022)

District of Columbia
(7/11/2023)

Florida
(6/30/2022)

Georgia
(7/11/2023)

Hawaii
(7/11/2023)

Idaho
(7/11/2023)

Illinois
(7/11/2023)

Indiana
(7/11/2023)

Iowa
(7/11/2023)

Kansas
(7/11/2023)

Kentucky
(7/11/2023)

Louisiana
(7/11/2023)

Maine
(7/11/2023)

Maryland
(7/11/2023)

Massachusetts
(6/30/2022)

Michigan
(7/11/2023)

Minnesota
(7/11/2023)

Mississippi
(7/11/2023)

Missouri
(7/11/2023)

Montana
(7/11/2023)

Nebraska
(7/11/2023)

Nevada
(7/11/2023)

New Hampshire
(7/11/2023)

New Jersey
(6/30/2022)

IAR

New Jersey
(8/11/2022)

New Mexico
(7/11/2023)

New York
(6/30/2022)

North Carolina
(7/11/2023)

North Dakota
(7/11/2023)

Ohio
(7/12/2023)

Oklahoma
(7/11/2023)

Oregon
(7/11/2023)

Pennsylvania
(6/30/2022)

Puerto Rico
(7/11/2023)

Rhode Island
(6/30/2022)

South Carolina
(7/11/2023)

South Dakota
(7/11/2023)

Tennessee
(7/11/2023)

Texas
(7/11/2023)

Utah
(7/11/2023)

Virgin Islands
(7/11/2023)

Virginia
(7/11/2023)

Washington
(7/11/2023)

West Virginia
(7/11/2023)

Wisconsin
(7/11/2023)

Wyoming
(7/11/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/7/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/19/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/25/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CHARTWELL INVESTMENT PARTNERS, LLC

CHARTWELL ACQUISITION, INC. | CHARTWELL INVESTMENT PARTNERS, LLC | CHARTWELL INVESTMENT PARTNERS, INC. | CHARTWELL ACQUISITION, INCORPORATED

CRD#: 170335 / SEC#: 801-79127

RIA

Registered Investment Advisory firm - (2/11/2014 Approved)

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Contact information

Main Address

1205 Westlakes Drive Suite 100, Berwyn, PA 19312

Mailing Address

Phone number

(610) 296-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHARTWELL ADV 2A BROCHURE - DECEMBER 2025 (12/16/2025)

Regulatory assets under management

Total Number of Accounts	340
AUM (Assets Under Management)	$ 12,971,188,682

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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Advisor Monitoring

Firm Stability Insights

Thomas Dibari

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Dibari's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARILLON FUND DISTRIBUTORS, INC.

CHARTWELL TSC SECURITIES CORP.

CHARTWELL INVESTMENT PARTNERS, LLC

GNV ADVISORS, LLC

GENEVA ADVISORS, LLC

PACIFIC INCOME ADVISERS INC

SYNDICATED CAPITAL, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CHARTWELL INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/7/2014

Series 65

Date: 11/19/1996

SIE

Date: 10/1/2018

Series 7

Date: 2/25/2014

FINRA

Current Firm

CHARTWELL INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHARTWELL INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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