Joseph DePatie, financial advisor Guilford CT

Joseph DePatie

CRD Number: 6416754
Current Firm: Diastole Wealth Management
Compensation Model: Fee Only
Joseph Depatie (CRD# 6416754) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has 1 year of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Diastole Wealth Management Guilford, CT Jun 2014 - Current 6
University Of Maryland College Park, MD Jan 2011 - Apr 2014 3
Brooks Brothers Clinton, CT Jun 2013 - Sep 2013 < 1
Brooks Brothers Clinton, CT Jun 2012 - Sep 2012 < 1
Loyola University Baltimore, MD Aug 2010 - Dec 2010 < 1
The Hidden Kitchen Guilford, CT Sep 2008 - Aug 2010 1
Guilford High School Guilford, CT Sep 2006 - May 2010 3
Not Employed Guilford, CT Sep 2004 - Sep 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2015
Contact Info for Joseph T. DePatie
Phone Number: 203-458-5220
Firm Website: http://www.dwinvest.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    675
    MILLIONS
  • Total Number of Accounts
    1,220
    ACCOUNTS
  • Average Account Value
    $553,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, KY, MA, ME, MI, NH, NY, OH, PA, TX, VA

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Data verified by both the advisor and the public regulatory data.

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