Joseph DePatie, financial advisor Columbia MD

Joseph DePatie

CRD Number: 6416754
Current Firm: Baltimore-washington Financial Advisors
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.
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Professional Designations
Company Name Location Dates Years
Baltimore-washington Financial Advisors Columbia, MD Feb 2019 - Current 5
Baltimore-washington Financial Advisors, Inc. Columbia, MD Aug 2016 - Feb 2019 2
Diastole Wealth Management Guilford, CT Jun 2014 - Jul 2016 2
University Of Maryland College Park, MD Jan 2011 - Apr 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2015
Contact Info for Joseph T. DePatie
By the Numbers
  • Total Assets Under Management
    1,942
    MILLIONS
  • Total Number of Accounts
    3,822
    ACCOUNTS
  • Average Account Value
    $508,019
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, DE, FL, IL, LA, MD, ME, NC, NE, NH, NY, OH, PA, SC, TX, VA

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