Dino Patelis
Professional summary
Dino Patelis, who also goes by Dino Patelis, Dean Patelis, is a registered financial advisor currently at AMC WEALTH MANAGEMENT, LLC located in Milton, Georgia.
Dino is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Dino has worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dino Patelis's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 3, 2021 - Present
AMC WEALTH MANAGEMENT, LLC
June 3, 2019 - February 4, 2021
EDWARD JONES
May 22, 2019 - February 4, 2021
EDWARD JONES
July 13, 2017 - April 24, 2018
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
July 6, 2017 - April 24, 2018
CAPE INVESTMENT ADVISORY, INC.
October 7, 2014 - July 10, 2015
KOVACK SECURITIES INC.
January 4, 2010 - September 25, 2014
RESOURCE HORIZONS GROUP LLC
January 5, 2004 - December 31, 2009
INVESTORS CAPITAL CORP.
February 19, 1999 - December 31, 2003
DEMPSEY FINANCIAL NETWORK, INC.
August 25, 1998 - February 5, 1999
MIDSOUTH CAPITAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/3/2021)
Exams
Current Firm
AMC WEALTH MANAGEMENT, LLC
CRD#: 308157 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 157 |
| AUM (Assets Under Management) | $ 61,544,787 |
Red Flags
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