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Alex Dimartino

4 Years of Experience
Broker

Alex Dimartino is a registered investment advisor at Private Advisor Group, LLC, based in Bedminster, NJ, with 4 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

384 Main Street, Bedminster, NJ, 07921

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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

Alex operates Main Street Wealth Management as a DBA for his LPL business and provides investment advisory services through Private Advisor Group, starting in March and July 2021 respectively. Alex dedicates full-time hours to these investment-related activities.

Employment History
Current Registrations
Private Advisor Group, LLC
April 2023 - Present · 3 yrs
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 9 mos
State Registrations1 state
NJ
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.
Alex Dimartino - Financial Advisor | TrueAdvisor