DD
Daniel W. Dipeso
ELITEOME ADVISORS
Ellicott City, MD 21043
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CRD#: 7863324
DD
Professional summary
Daniel Warren Dipeso is a registered financial advisor currently at ELITE INCOME ADVISORS, INC. located in Ellicott City, Maryland.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Daniel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
1. RETIREMENT PLANNING SERVICES, INC; INSURANCE SALES & SERVICE; INVESTMENT-RELATED; 50 PER MONTH SPENT ONTHIS ACTIVITY/ALL DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Warren Dipeso'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®
NoneExperience
Current
October 25, 2024 - Present
ELITE INCOME ADVISORS, INC.
Office #1: 6011 University Boulevard Suite # 350, Ellicott City, MD 21043RIA
CRD#: 285429
Ellicott City, MD
Past
February 2, 2024 - September 19, 2024
CAPITAL PORTFOLIO MANAGEMENT, INC.
BD
CRD#: 29302
TIMONIUM, MD
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".
EI
ELITE INCOME ADVISORS, INC.
ELITE INCOME ADVISORS, INC.
CRD#: 285429 / SEC#: 801-132873
RIA
Registered Investment Advisory firm - (5/29/2025 Approved)Delaware
Registered Investment Advisory firm - (6/10/2025 Terminated)Florida
Registered Investment Advisory firm - (6/4/2025 Terminated)Maryland
Registered Investment Advisory firm - (7/2/2025 Terminated)North Carolina
Registered Investment Advisory firm - (6/13/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/6/2025 Terminated)South Carolina
Registered Investment Advisory firm - (6/4/2025 Terminated)Texas
Registered Investment Advisory firm - (6/4/2025 Terminated)Virginia
Registered Investment Advisory firm - (6/5/2025 Terminated)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
Maryland(10/25/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/2/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
EI
ELITE INCOME ADVISORS, INC.
ELITE INCOME ADVISORS, INC.
CRD#: 285429 / SEC#: 801-132873
RIA
Registered Investment Advisory firm - (5/29/2025 Approved)Delaware
Registered Investment Advisory firm - (6/10/2025 Terminated)Florida
Registered Investment Advisory firm - (6/4/2025 Terminated)Maryland
Registered Investment Advisory firm - (7/2/2025 Terminated)North Carolina
Registered Investment Advisory firm - (6/13/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/6/2025 Terminated)South Carolina
Registered Investment Advisory firm - (6/4/2025 Terminated)Texas
Registered Investment Advisory firm - (6/4/2025 Terminated)Virginia
Registered Investment Advisory firm - (6/5/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6011 University Boulevard Suite # 350, Ellicott City, MD 21043
Mailing Address
Phone number
(443) 274-3002
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,100 |
| AUM (Assets Under Management) | $ 150,103,195 |
Red Flags
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