Dean Catino, financial advisor Alexandria VA
96 score

Dean Catino

CRD Number: 4452905
Current Firm: Monument Wealth Management

Dean Catino (CRD# 4452905) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 14 years of experience in the finance industry. Dean Catino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Monument Advisory Group, LLC Alexandria, VA Aug 2012 - Current 4
Lpl Financial Alexandria, VA May 2008 - Current 8
Merrill Lynch Washington, DC Sep 2001 - May 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Dean J. Catino
Phone Number: 703-504-9600
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    200
    MILLIONS
  • Total Number of Accounts
    1,096
    ACCOUNTS
  • Average Account Value
    $182,288
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DC, FL, MD, NJ, NY, OH, PA, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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