Kimberly Adams-Dipiero (CRD# 2578181) is an Investment Advisor Representative working at Cassini Capital Management, LLC in Clearwater, FL and has over 23 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cassini Capital Management, LLC | Clearwater, FL | Mar 2021 - Current | 3 |
| Druid Road LLC | Clearwater, FL | Jan 2002 - Current | 22 |
| Provise Management Group, LLC | Clearwater, FL | Feb 1995 - Feb 2021 | 26 |
| Nfp Advisor Services, LLC | Clearwater, FL | Oct 2002 - Jan 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
- FL
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts113ACCOUNTS
-
Average Account Value$670,441
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.