Bart Dichiaro (CRD# 4967879) is an Investment Advisor Representative working at Cpr Investments Inc. in Hawthorne, NY and has over 10 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cpr Financial Group LLC | Rochester, MI | Aug 2023 - Current | < 1 |
| Cpr Investments Inc. | Rochester, MI | Aug 2023 - Current | < 1 |
| Pfs Investments Inc. | Briarcliff Manor, PA | Jul 2020 - Aug 2023 | 3 |
| Primerica Advisors | Briarcliff Manor, NY | Jun 2020 - Aug 2023 | 3 |
| Sa Stone Wealth Management Inc. | Birmingham, AL | Dec 2019 - Jul 2020 | < 1 |
| Sa Stone Investment Advisors Inc. | Birmingham, AL | Dec 2019 - Jul 2020 | < 1 |
| Quest Capital Strategies, Inc. | Laguna Hills, CA | Apr 2017 - Dec 2019 | 2 |
| Quest Capital Strategies, Inc. | Lake Forest, CA | Mar 2017 - Dec 2019 | 2 |
| Unemployed | Ossining, NY | Oct 2016 - Mar 2017 | < 1 |
| Preparing For New Position | Ossining, NY | Sep 2016 - Mar 2017 | < 1 |
| Jpmorgan Securities LLC | Rye Brook, NY | Nov 2015 - Aug 2016 | < 1 |
| Jpmorgan Chase Bank | Rye Brook, NY | Nov 2015 - Aug 2016 | < 1 |
| Nylife Securities LLC | White Plains, NY | Dec 2014 - Nov 2015 | < 1 |
| New York Life Insurance Co | White Plains, NY | Nov 2014 - Nov 2015 | 1 |
| Quest Capital Strategies, Inc. | Lake Forest, CA | May 2014 - Nov 2014 | < 1 |
| Capital Markets Consulting | New York, NY | Apr 1987 - Nov 2014 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2014 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- NY
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Total Assets Under Management295MILLIONS
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Total Number of Accounts3,510ACCOUNTS
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Average Account Value$84,112
- 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)
AZ, CA, CT, FL, GA, IL, KY, MA, MI, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA
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