CD
CD

Cynthia Dibartolo

23 Years of Experience
Broker

Cynthia Dibartolo is a registered investment advisor at Tigress Financial Partners LLC, based in Stamford, VT, with 23 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 17 clients with $12M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
17 clients
Average Client Portfolio
$680K average
Assets Under Management
$11.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1000K1.75%
$1.0M - $5.0M1.50%
$5.0M - $10.0M1.25%
$10M+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Stamford, VT

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Cynthia serves on the board of directors for Wharton Int'l, LLC and Byte Me Productions, LLC, and is involved in various organizations including the Greater NY Chamber of Commerce and the Wall Street Project. She also dedicates a significant amount of time, about two-thirds of her time, as CEO, overseeing the firm's operations.

Employment History
Current Registrations
Tigress Financial Partners LLC
September 2019 - Present · 6 yrs 7 mos
Tigress Financial Partners, LLC
October 2011 - Present · 14 yrs 6 mos
Tigress Financial Partners, LLCBroker
October 2011 - Present · 14 yrs 6 mos
Previous Registrations
Rise Financial Services, LLCBroker
December 2021 - October 2022 · 10 mos
Citigroup Global Markets INC.Broker
May 2007 - September 2007 · 4 mos
Citicorp Investment ServicesBroker
July 2000 - May 2007 · 6 yrs 10 mos
Salomon Smith Barney INC.Broker
May 1997 - July 1999 · 2 yrs 2 mos
State Registrations25 states
AZCOFLGAIAINMDMNMOMTNCNJNMNVNYOHOKPRRITXUTVTWAWIWY
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.