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Joel C. Dimartino

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CRD#: 6958801
JD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joel C Dimartino Mr., who also goes by Joel Christopher Dimartino Mr., Joel Christopher Dimartino, was a registered financial professional .

Joel is a previously registered financial professional and started their career in finance in 2018. Joel had worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joel Christopher Dimartino Mr. | Joel Christopher Dimartino

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)


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


Past

October 22, 2024 - July 31, 2025

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

RIA
CRD#: 106909
WILMINGTON, DE
Past

June 18, 2018 - October 22, 2024

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

RIA
CRD#: 106909
ROCHESTER, NY

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".
WT
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
ALLIED INVESTMENT ADVISORS INC | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | WILMINGTON INVESTMENT MANAGEMENT | MTB INVESTMENT ADVISORS,INC. | MTB INVESTMENT ADVISORS, INC.

CRD#: 106909 / SEC#: 801-50883

RIA
Registered Investment Advisory firm - (12/27/1995 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/18/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/17/2025
Securities Industry Essentials Examination

Current Firm


WT
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
ALLIED INVESTMENT ADVISORS INC | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | WILMINGTON INVESTMENT MANAGEMENT | MTB INVESTMENT ADVISORS,INC. | MTB INVESTMENT ADVISORS, INC.

CRD#: 106909 / SEC#: 801-50883

RIA
Registered Investment Advisory firm - (12/27/1995 Approved)
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Contact information


Main Address
Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001
Mailing Address
Phone number
(212) 965-5938
Established
Firm type
Fiscal year end
# of Employees
126

SEC notice filing (16 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

WTIA FORM ADV PART 2A (10/1/2025)

Regulatory assets under management


Total Number of Accounts3,540
AUM (Assets Under Management)$ 17,432,390,316

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2025
Cover Page
10/28/2024
09/08/2023
10/21/2022

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


WILMINGTON TRUST INVESTMENT ADVISORS, INC.

CRD#: 106909

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