Dino Brantolino, financial advisor West Warwick RI

Dino Brantolino

CRD Number: 2662679
Current Firm: Ivy Wealth Management, Inc.

Dino Brantolino (CRD# 2662679) is an Investment Advisor Representative working at Ivy Wealth Management, Inc. in West Warwick, RI and has over 25 years of experience in the finance industry. Dino Brantolino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ivy Wealth Management, Inc. West Warwick, RI Mar 2020 - Current < 1
Us Airways Warwick, RI Apr 2008 - Current 12
Dino A. Brantolino Cranston, RI Sep 2007 - Current 13
Bank Of America, N.a. Providence, RI Jul 2011 - Mar 2012 < 1
Merrill Lynch Providence, RI Apr 2011 - Mar 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S66 NASAA Uniform Combined State Law Examination Jun 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Dino A. Brantolino
Phone Number: 401-681-4266
Firm Website: http://www.ivywealth.net
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    142
    MILLIONS
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $236,826
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
  • Pension consulting services
Types of Clients
Registered States

CT, FL, MA, NH, RI, TX

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