DD
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David Dicenso
38 Years of Experience
North Kingston, RI
2 Disclosures
David Dicenso is a registered investment advisor at Green Street Wealth Advisory, LLC, based in North Kingston, RI, with 38 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $11M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
29 clients
Average Client Portfolio
$364K average
Assets Under Management
$10.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees are negotiable for accounts over $15,000,001. Variable annuity accounts have a different fee schedule: $0 to $500,000: 0.75%, $500,001+: 0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
70 Romano Vineyard Way, Suite 133, North Kingston, RI, 02852
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
November 2015Customer Dispute
August 2004Settled
Employment History
Current Registrations
Green Street Wealth Advisory, LLC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Ifs Advisory, LLC
December 2015 - February 2018 · 2 yrs 2 mos
Ifs SecuritiesBroker
December 2015 - January 2018 · 2 yrs 1 mo
Summit Financial Group INC
March 2015 - December 2015 · 9 mos
Summit Brokerage Services, INC.Broker
March 2015 - December 2015 · 9 mos
Oppenheimer & CO. INC.
September 2007 - March 2015 · 7 yrs 6 mos
Oppenheimer & CO. INC.Broker
May 2007 - March 2015 · 7 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
March 1995 - May 2007 · 12 yrs 2 mos
Smith Barney INC.Broker
January 1992 - March 1995 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1988 - January 1992 · 3 yrs 5 mos
Olde Discount CorporationBroker
October 1987 - July 1988 · 9 mos
Brandon Securities & Investments, INC.Broker
June 1987 - November 1987 · 5 mos
State Registrations1 state
RI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.