KD
KD

Kevin Dibiaso

32 Years of Experience
Doylestown, PA
Broker

Kevin Dibiaso is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Doylestown, PA, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

875 N Easton Road, Suite 2, Doylestown, PA, 18902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Morgan Stanley
September 2011 - May 2024 · 12 yrs 8 mos
Morgan StanleyBroker
September 2011 - May 2024 · 12 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2005 - September 2011 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2004 - September 2011 · 7 yrs 4 mos
Wachovia Securities, LLCBroker
July 2003 - May 2004 · 10 mos
Prudential Securities IncorporatedBroker
September 1998 - July 2003 · 4 yrs 10 mos
Walnut Street Securities, INC.Broker
June 1997 - September 1998 · 1 yr 3 mos
Nylife Securities INC.Broker
April 1993 - January 1997 · 3 yrs 9 mos
State Registrations10 states
CACTDEFLIAILMONCNJPA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kevin Dibiaso - Financial Advisor | TrueAdvisor