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Angelo Peter Dicaro

Samuel A. Ramirez & Company, Inc.

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About Angelo Peter Dicaro

Angelo Dicaro is a financial advisor with Samuel A. Ramirez & Company, Inc., with more than 25 years of experience in the financial services industry. Angelo has experience working with individuals and families in various sectors, and has a proven track record of helping clients achieve their financial goals. Angelo is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed securities professional. Angelo is dedicated to providing high-quality, personalized financial advice and strives to create long-term, trusting relationships with his clients.

Firm Information

Angelo Dicaro is currently registered with Samuel A. Ramirez & Company, Inc.. Samuel A. Ramirez & Company, Inc. is a corporation formed in 1971. It is registered in 51 states and the District of Columbia, as well as with the Securities and Exchange Commission (SEC). The firm has been involved in 6 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

118

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Angelo Dicaro’s Registration & Firm History

NY

08/07/2015 - Present

Samuel A. Ramirez & Company, Inc. (NEW YORK NY)

NY

09/10/2014 - 04/09/2015

CRT CAPITAL GROUP LLC (NEW YORK NY)

NJ

05/05/2008 - 09/09/2014

SHAY FINANCIAL SERVICES, INC. (SUMMIT NJ)

NY

05/15/2003 - 02/29/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

12/01/2000 - 05/05/2003

UBS WARBURG LLC (NEW YORK NY)

NJ

03/09/1998 - 12/01/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NJ

10/26/1993 - 03/05/1998

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 01/31/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angelo Peter Dicaro.
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