Dean Dipierro, financial advisor Ossining NY

Dean Dipierro

CRD Number: 2276643
Current Firm: Kestra Advisory Services, LLC

Dean Dipierro (CRD# 2276643) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ossining, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Peekskill, NY Apr 2024 - Current < 1
Kestra Advisory Services , LLC Peekskill, NY Apr 2024 - Current < 1
Lincoln Financial Advisors Croton On Hudson, NY Sep 2022 - Apr 2024 1
Great Helm Corp Peekskill, NY Mar 2016 - Apr 2024 8
Lpl Financial, LLC Croton On Hudson, NY Jul 2017 - Sep 2022 5
Ameritas Investment Corp Lincoln, NE May 2016 - Jul 2017 1
Dipaola Financial Group Melville, NY Mar 2016 - Jul 2017 1
Ameritas Life Insurance Corp Of New York New York, NY Mar 2016 - Feb 2017 < 1
Ameritas Life Insurance Corp Lincoln, NE Mar 2016 - Feb 2017 < 1
Unemployed Peekskill, NY Apr 2015 - Feb 2016 < 1
Morgan Stanley Distribution, Inc. New York, NY Jan 2011 - Apr 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
Contact Info for Dean J. Dipierro
Phone Number: 8445537872
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    48,324
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $344,129
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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