MD
MD

Michael Dimitri

29 Years of Experience
Charlotte, NC
Broker

Michael Dimitri is a registered investment advisor, based in Charlotte, NC, with 29 years of industry experience.

Location

214 N. Tryon Street, 32nd Floor, Charlotte, NC, 28202

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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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Other Business Activities

Michael serves as a FINRA arbitrator for industry disputes, dedicating minimal time when required. He also has 50% ownership in Revolt Cornhole, a sports apparel business, dedicating a few hours per week.

Employment History
Current Registrations
Truist Investment Services, INC.
September 2025 - Present · 8 mos
Truist Advisory Services, INC.
September 2025 - Present · 8 mos
Truist Investment Services, INC.Broker
September 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Advisors
November 2014 - October 2025 · 10 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
November 2014 - October 2025 · 10 yrs 11 mos
National Asset Management, INC.
April 2013 - October 2014 · 1 yr 6 mos
National Securities CorporationBroker
April 2013 - October 2014 · 1 yr 6 mos
Wunderlich Securities, INC.
November 2011 - April 2013 · 1 yr 5 mos
Wunderlich Securities, INC.Broker
October 2011 - April 2013 · 1 yr 6 mos
National Asset Management, INC.
September 2009 - October 2011 · 2 yrs 1 mo
National Securities CorporationBroker
April 2008 - October 2011 · 3 yrs 6 mos
Joseph Stevens & Company, INC.Broker
February 1997 - May 2008 · 11 yrs 3 mos
State Registrations1 state
NC
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.
Michael Dimitri - Financial Advisor | TrueAdvisor