Steven Dipaola, financial advisor Parsippany NJ

Steven Dipaola

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Steven F. Dipaola
Phone Number: 844-553-9083
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    791
    MILLIONS
  • Total Number of Accounts
    5,517
    ACCOUNTS
  • Average Account Value
    $143,329
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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