Justin Dirito (CRD# 5014777) is an Investment Advisor Representative working at Assetmark, Inc. in Plymouth, MA and has over 8 years of experience in the finance industry.
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 723273
Compass Capital Corporation
CRD# 2010717
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Plymouth, MA | Sep 2019 - Current | 4 |
| Assetmark Brokerage, LLC | Plymouth, MA | Sep 2019 - Current | 4 |
| Wells Fargo Funds Distributor, LLC | Boston, MA | Sep 2017 - Sep 2019 | 2 |
| Wells Fargo Funds Management, LLC | Boston, MA | Sep 2017 - Sep 2019 | 2 |
| Pioneer Investment Management, Inc. | Boston, MA | Dec 2015 - Sep 2017 | 1 |
| Realty Capital Securities, LLC | Boston, MA | Apr 2015 - Dec 2015 | < 1 |
| Millennium Plastics | Groveland, MA | Jan 2015 - Apr 2015 | < 1 |
| Mortgage Specialists | Nashua, NH | Aug 2014 - Jan 2015 | < 1 |
| California Casualty Management | Litchfield, NH | Jan 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- MA
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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