Dina Dilorenzo
Dina Dilorenzo is a registered investment advisor at Guggenheim Funds Distributors, LLC, based in New York, NY, with 30 years of industry experience. Dina is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients with $7.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
330 Madison Avenue, New York, NY, 10017
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Regulatory History
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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Dina is a board member for Lehigh University's Board of Trustees since July 2024. She dedicates minimal time to this activity.
Employment History
Current Registrations
Guggenheim Funds Distributors, LLCBroker
Guggenheim Investment Advisors, LLC
Guggenheim Investor Services, LLCBroker
Previous Registrations
Asset Consulting Group INC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Warburg LLCBroker
Nationsbanc Montgomery Securities LLCBroker
J.P. Morgan Securities INC.Broker
Smith Barney INC.Broker
State Registrations51 states
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
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