Alessandra Dimauro, financial advisor Westport CT
96 score

Alessandra Dimauro

CRD Number: 2982204
Current Firm: Resnick Advisors

Alessandra Dimauro (CRD# 2982204) is an Investment Advisor Representative working at Resnick Advisors in Westport, CT and has over 18 years of experience in the finance industry. Alessandra Dimauro 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
Resnick Investment Advisors, LLC Westport, CT Apr 2014 - Current 2
Unemployed Westport, CT Nov 2013 - Apr 2014 < 1
Round Table Services, LLC Westport, CT Feb 2009 - Nov 2013 4
Union Bank Of California San Francisco, CA Dec 2006 - Jan 2009 2
Unemployed Mountain View, CA Mar 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Alessandra Dimauro
Phone Number: 203-226-8262
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    797
    MILLIONS
  • Total Number of Accounts
    2,625
    ACCOUNTS
  • Average Account Value
    $303,627
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, CT, DC, FL, IL, LA, MA, MD, ME, NC, NE, NH, NJ, NY, PA, RI, SC, TX, UT, VA, VT, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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