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Dean Joseph Catino

Monument Wealth Management

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About Dean Joseph Catino

Dean Joseph Catino is a financial advisor with over 20 years of experience in the financial services industry. Dean is registered to provide investment advisory services in Virginia and Texas. Dean is associated with Monument Wealth Management and specializes in providing financial advice to individuals and families. Dean has a strong background in financial planning, portfolio management, and retirement planning. Dean is committed to helping clients reach their financial goals. Dean is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Dean's previous experience includes working at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Dean Catino is currently registered with Monument Wealth Management. Monument Wealth Management is an Alexandria, VA-based registered investment advisor with approximately $433.82 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and selection of other advisers services to individuals other than high-net-worth individuals and high-net-worth individuals.
Monument Wealth Management

1940 DUKE STREET

ALEXANDRIA, VA 22314

$433.82M

Assets Under Management

Not reported

Total Clients

8

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dean Catino’s Registration & Firm History

VA

08/20/2012 - Present

Monument Wealth Management (ALEXANDRIA VA)

VA

05/23/2008 - 12/04/2018

LPL FINANCIAL LLC (ALEXANDRIA VA)

DC

11/23/2001 - 05/30/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 12/17/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dean Joseph Catino.
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