Joel Dimartino, financial advisor Rochester NY

Joel Dimartino

CRD Number: 6958801
Current Firm: Wilmington Trust Investment Advisors, Inc.

Joel Dimartino (CRD# 6958801) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Rochester, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Wilmington Trust/m&t Bank Rochester, NY Jun 2001 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2018
Contact Info for Joel C. Dimartino
Phone Number: (302) 651-8118
Firm Website: http://www.wtia.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    19,938
    MILLIONS
  • Total Number of Accounts
    1,650
    ACCOUNTS
  • Average Account Value
    $12,083,717
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CT, DC, DE, FL, GA, LA, MD, NE, NH, NJ, NY, PA, TX, VA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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