Edward Dipietro (CRD# 2418382) is an Investment Advisor Representative working at Next Financial Group, Inc. in Gilbertsville, PA and has over 30 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Financial Group Inc. | Philadelphia, PA | Mar 2011 - Current | 13 |
| Scharf Group | Philadelphia, PA | Feb 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
- TX
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Total Assets Under Management3,522MILLIONS
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Total Number of Accounts17,352ACCOUNTS
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Average Account Value$202,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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