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Alex J. Dibenedetto

DIBENEDETTO & ASSOCIATES LTD
ROCKFORD, IL 61114
Some features on this profile are disabled
CRD#: 3134042
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Professional summary

Alex Jason Dibenedetto is a registered financial advisor currently at DIBENEDETTO & ASSOCIATES LTD located in Rockford, Illinois.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Alex has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Jason Dibenedetto'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®
None

Experience

Current

May 26, 2004 - Present

DIBENEDETTO & ASSOCIATES LTD

Office #1: 6845 Weaver Road Ste. 300, Rockford, IL 61114
RIA
CRD#: 108092
ROCKFORD, IL
Past

August 24, 2000 - December 31, 2002

DIBENEDETTO & ASSOCIATES LTD

RIA
CRD#: 108092
ROCKFORD, IL
Past

December 14, 1998 - December 31, 2003

FOX & HENRY, INC.

BD
CRD#: 10210
BURR RIDGE, IL

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".
D&
DIBENEDETTO & ASSOCIATES LTD
BURTON PORTFOLIOS LTD | DIBENEDETTO & BURTON LTD. | DIBENEDETTO & ASSOCIATES LTD

CRD#: 108092 / SEC#: 801-55322

RIA
Registered Investment Advisory firm - (2/2/1998 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.

Highlighted states indicate IAR registrations

IAR
Illinois
(5/26/2004)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/18/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/5/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/8/1998
General Securities Representative Examination

Current Firm

D&
DIBENEDETTO & ASSOCIATES LTD
BURTON PORTFOLIOS LTD | DIBENEDETTO & BURTON LTD. | DIBENEDETTO & ASSOCIATES LTD

CRD#: 108092 / SEC#: 801-55322

RIA
Registered Investment Advisory firm - (2/2/1998 Approved)
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Contact information

Main Address
4920 Forest Hills Road, Loves Park, IL 61111
Mailing Address
Phone number
(815) 654-8850
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DIBENEDETTO & ASSOCIATES ADV PT. 2 3/18/2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts644
AUM (Assets Under Management)$ 312,524,392

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.

Company Information

DIBENEDETTO & ASSOCIATES LTD

CRD#: 108092Rockford, IL 61114

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