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CFP
DC
CFP

Dean Joseph Catino

Monument Wealth Management
24 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Monument Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
213 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$465.1M

Fee Structure

Minimum Investment:$3M
Financial Planning:Included in AUM fee

Location

1940 Duke Street, Suite 6100, Alexandria, VA, 22314

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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

Dean is a registered investment advisor with Monument Capital Management since 2012. This takes about half of his time.

Employment History
Current Registrations
Monument Wealth Management
August 2012 - Present · 13 yrs 6 mos
Previous Registrations
LPL Financial LLC
May 2008 - August 2012 · 4 yrs 3 mos
LPL Financial LLCBroker
May 2008 - December 2018 · 10 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2007 - May 2008 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2001 - May 2008 · 6 yrs 6 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.