Rocco Beatrice, financial advisor Wichita Falls TX

Rocco Beatrice

CRD Number: 6721259
Current Firm: Dinergy

Rocco Beatrice (CRD# 6721259) is an Investment Advisor Representative working at Dinergy in Wichita Falls, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Dinergy Wealth Management Cincinnati, OH Oct 2018 - Current 5
Wisepath Financial, LLC Lake Mary, FL Jun 2014 - Current 9
Estate Street Partners Newton, MA Jan 2007 - Current 17
Horter Investment Management, LLC Cincinnati, OH Oct 2016 - Sep 2018 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Rocco V. Beatrice
Phone Number: 513-878-0200
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $126,623
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, MI, OH, SC, TX

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