Joseph Diogostine (CRD# 5122164) is an Investment Advisor Representative working at Fiducient Advisors LLC in Windsor, CT and has over 17 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dimeo Schneider & Associates LLC | Chicago, IL | Jan 2021 - Current | 3 |
| Fiduciary Investment Advisors | Windsor, CT | Feb 2018 - Dec 2020 | 2 |
| Wright Investors' Service | Milford, CT | Dec 2000 - Feb 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- CT
-
Total Assets Under Management55,897MILLIONS
-
Total Number of Accounts1,094ACCOUNTS
-
Average Account Value$51,094,206
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
- Educational seminars/workshops
- Other
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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