Dean J. Catino
Professional summary
Dean Joseph Catino, CFP®, CPWA®, who also goes by Dean J Catino, is a registered financial advisor currently at MONUMENT WEALTH MANAGEMENT located in Warrenton, Virginia.
Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Dean has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dean Joseph Catino's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Start date: 2013-08-01
Expire date: 2023-06-30
Experience
August 20, 2012 - Present
MONUMENT WEALTH MANAGEMENT
Office #2: 1940 Duke Street Suite 6100, Alexandria, VA 22314May 27, 2008 - August 17, 2012
LPL FINANCIAL LLC
May 23, 2008 - December 4, 2018
LPL FINANCIAL LLC
April 17, 2007 - May 30, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 23, 2001 - May 30, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
MONUMENT WEALTH MANAGEMENT
CRD#: 159882 / SEC#: 801-76802
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/15/2022)
(8/20/2012)
Exams
Current Firm
MONUMENT WEALTH MANAGEMENT
CRD#: 159882 / SEC#: 801-76802
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 842 |
| AUM (Assets Under Management) | $ 465,089,490 |
Red Flags
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