Brett M. Dimas

ACTIV8 FAMILY OFFICE LLC

BARRINGTON, IL

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CRD#: 4148185

Professional summary

Brett Michael Dimas, CFP® is a registered financial advisor currently at ACTIV8 FAMILY OFFICE LLC located in Barrington, Illinois.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brett has worked at 7 firms and has passed the Series 66 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Michael Dimas'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®

CRD#: 10078

BOSTON, MA

Past

May 15, 2000 - February 5, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 15, 2000 - February 5, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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
(12/2/2025)

IAR

Texas
(12/2/2025)

IAR

Virginia
(12/2/2025)

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 66

Date: 4/4/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/12/2000

General Securities Representative Examination

Current Firm

ACTIV8 FAMILY OFFICE LLC

CRD#: 337753 / SEC#: 801-134678

RIA

Registered Investment Advisory firm - (12/1/2025 120-Day Approval)

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Contact information

Main Address

1775 Tyson's Blvd 5th Floor, Suite 5129, Mclean, VA 22102

Mailing Address

Phone number

(978) 870-0255

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (12/2/2025)

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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Brett M. Dimas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Michael Dimas's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACTIV8 FAMILY OFFICE LLC

RAYMOND JAMES & ASSOCIATES, INC.

OFS

CSMG INTERNATIONAL, LTD.

WATERSTONE FINANCIAL GROUP, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/4/2000

Series 7

Date: 5/12/2000

Current Firm

ACTIV8 FAMILY OFFICE LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ACTIV8 FAMILY OFFICE LLC

TRUST BUT VERIFY

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