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Alexander Dimartini

Imperity Wealth Alliance LLC
34 Years of Experience
Melville, NY
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Alexander Dimartini is a registered investment advisor at Imperity Wealth Alliance LLC, based in Melville, NY, with 34 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 363 clients with $140M in assets under management.

Imperity Wealth Alliance LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
363 clients
Average Client Portfolio
$385K average
Assets Under Management
$139.7M

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum allowable advisor fees across programs generally range up to 2.50% or a combined total of 3.00% including program fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

445 Broadhollow Road, Suite 400, Melville, NY, 11747

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2019
Final
Customer Dispute
May 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alexander sells fixed insurance, dedicating minimal time to this activity. He also owns Soundview Wealth Management Group, LLC, which facilitates securities, advisory, and insurance business, and provides payroll services for Soundview Wealth.

Employment History
Current Registrations
Imperity Wealth Alliance LLC
March 2026 - Present · 7 mos
Commonwealth Financial Network
July 2023 - Present · 3 yrs 3 mos
Commonwealth Financial NetworkBroker
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Osaic Wealth, INC.
April 2021 - August 2023 · 2 yrs 4 mos
Osaic Wealth, INC.Broker
January 2017 - August 2023 · 6 yrs 7 mos
UBS Financial Services INC.Broker
January 2012 - February 2017 · 5 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley & CO. Incorporated
October 2007 - June 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
October 2007 - June 2009 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
July 2003 - October 2007 · 4 yrs 3 mos
UBS Financial Services INC.Broker
September 1996 - July 2003 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1992 - September 1996 · 4 yrs
State Registrations5 states
AZFLILNYOH
AdvisorBrokerBoth

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.
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