Joseph DePatieCRD Number: 6416754
Current Firm: Diastole Wealth Management
Compensation Model: Fee Only
Springboard Asset Management LLC
Citizens Investment Services
Mml Investors Services, LLC
|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|
Total Assets Under Management675MILLIONS
Total Number of Accounts1,220ACCOUNTS
Average Account Value$553,102
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, CT, FL, KY, MA, ME, MI, NH, NY, OH, PA, TX, VA
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