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DD

Desi J. Dimaio

CHESTER, NJ 07930
Some features on this profile are disabled
CRD#: 6303840
DD
Desi Julian Dimaio

Professional summary

Desi Julian Dimaio was a registered financial advisor .

Desi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Desi had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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.
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 9, 2026 - Present

Office #1: 1 Mill Ridge Lane Suite 101, Chester, NJ 07930
CHESTER, NJ
Past

February 17, 2023 - September 2, 2026

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

RIA
CRD#: 169573
FLEMINGTON, NJ
Past

January 20, 2023 - March 2, 2023

ONEPOINT BFG WEALTH PARTNERS

RIA
CRD#: 318366
FAIRFIELD, NJ
Past

October 30, 2018 - February 21, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
FAIRFIELD, NJ
Past

February 25, 2015 - February 14, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
FAIRFIELD, NJ
Past

October 29, 2014 - March 4, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
FAIRFIELD, NJ

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
New Jersey
(9/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/28/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/14/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/29/2014
General Securities Representative Examination

Current firm

No current employment

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

No current employment

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