John N. Dimatteo

DIMATTEO FINANCIAL GROUP

Chadds Ford, PA 19317

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CRD#: 4662670

Professional summary

John N Dimatteo, who also goes by John N Dimatteo Mr., is a registered financial advisor currently at DIMATTEO FINANCIAL GROUP located in Chadds Ford, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John N Dimatteo Mr.

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.

1) DiCosta Temps Inc., not investment-related, Chadds Ford, PA, temporary employment agency, Owner, 07/2000, 40, 0, provide temporary staffing to the hospitality sector. 2) Ascela Partners, LLC, investment-related, Glens Mills, PA, insurance broker, independent insurance agent, 01/2014, occasional, insurance sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John N Dimatteo's 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

February 16, 2011 - Present

DIMATTEO FINANCIAL GROUP

Office #1: 602 Chadds Ford Drive Suite 201, Chadds Ford, PA 19317

RIA

CRD#: 155988

Chadds Ford, PA

Past

March 23, 2012 - May 2, 2014

REALTA EQUITIES, INC.

CRD#: 23769

CAHDDS FORD, PA

Past

June 30, 2003 - August 6, 2010

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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

Delaware
(2/23/2011)

IAR

Maryland
(2/21/2020)

IAR

Pennsylvania
(2/16/2011)

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: 1/6/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/16/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/27/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/10/2006

General Securities Principal Examination

Current Firm

DIMATTEO FINANCIAL GROUP

DIMATTEO FINANCIAL GROUP | DIMATTEO FINANCIAL GROUP, INC.

CRD#: 155988 / SEC#:

Delaware

Registered Investment Advisory firm - (2/23/2011 Approved)

Maryland

Registered Investment Advisory firm - (2/21/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/16/2011 Approved)

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Contact information

Main Address

602 Chadds Ford Drive Suite 201, Chadds Ford, PA 19317

Mailing Address

Phone number

(610) 388-7125

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	150
AUM (Assets Under Management)	$ 37,513,646

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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John N. Dimatteo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John N Dimatteo's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIMATTEO FINANCIAL GROUP

REALTA EQUITIES, INC.

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 1/6/2011

Series 63

Date: 1/16/2004

Series 7

Date: 6/27/2003

Series 24

Date: 3/10/2006

Current Firm

DIMATTEO FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DIMATTEO FINANCIAL GROUP

TRUST BUT VERIFY

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