Steven DipaolaCRD Number: 1667609
Current Firm: Bankers Life Advisory Services, Inc.
Steven Dipaola (CRD# 1667609) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Parsippany, NJ and has over 31 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Hightower Advisors, LLC
|Bankers Life Advisory Services, Inc.||Parsippany, NJ||Sep 2019 - Current||2|
|Aetna||Parsippany, NJ||Sep 2017 - Current||4|
|United Health Care||Parsippany, NJ||Sep 2017 - Current||4|
|Humana||Parsippany, NJ||Sep 2017 - Current||4|
|Bankers Life Securities Inc.||Parsippany, NJ||Jul 2017 - Current||4|
|Bankers Life & Casualty||Parsippany, NJ||Feb 2017 - Current||4|
|Northeast Securities, Inc.||Florham Park, NJ||Mar 2016 - Feb 2017||< 1|
|Unemployed||Florham Park, NJ||Dec 2015 - Mar 2016||< 1|
|Samuel A. Ramirez & Company, Inc.||New York, NY||Aug 2015 - Dec 2015||< 1|
|Unemployed||Florham Park, NJ||Feb 2015 - Aug 2015||< 1|
|Citation Financial Group LP||New York, NY||Mar 2008 - Feb 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1990|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management791MILLIONS
Total Number of Accounts5,517ACCOUNTS
Average Account Value$143,329
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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