Aldieri Financial Services LLC

Aldieri Financial Services LLC (CRD# 142858) is a financial advisory firm headquartered in Middletown, CT. They manage $23,199,042 in 151 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $153,636
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Aldieri Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dale R. Aldieri
CRD#: 1230340
386 Main Street, Middletown, CT 06457
71
Wealthminder
score

Dale Aldieri (CRD# 1230340) is an Investment Advisor Representative working at Aldieri Financial Services LLC in Middletown, CT and has over 21 years of experience in the finance industry. Dale Aldieri 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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