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Dennis Donald Criteser

Compass Investments LLC

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About Dennis Donald Criteser

Dennis Donald Criteser is an investment advisor representative with Compass Investments LLC. Dennis Criteser is currently registered in California and has a Series 7, Series 63, and Series 65. Dennis Criteser has been working in the financial industry since 1999. Dennis Criteser has a proven track record of success in providing financial advice to individuals and businesses. Dennis Criteser has experience in a variety of areas, including financial planning, portfolio management, and selection of other advisors. Dennis Criteser has a strong commitment to providing clients with personalized service and tailored financial solutions. Dennis Criteser is a member of the National Association of Personal Financial Advisors (NAPFA).

Firm Information

Dennis Criteser is currently registered with Compass Investments LLC. Compass Investments LLC is an investment advisor based in Pittsburgh, Pennsylvania. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages approximately $76.4 million in assets for 412 clients. They also provide selection of other advisors services.
Compass Investments LLC

2681 SIDNEY STREET

PITTSBURGH, PA 15203

$76.42M

Assets Under Management

Not reported

Total Clients

4

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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percentage of assets

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

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Dennis Criteser’s Registration & Firm History

PA

05/08/2007 - Present

Compass Investments LLC (PITTSBURGH PA)

CA

08/19/1999 - 09/28/2006

BAYSIDE FINANCIAL, LLC (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 11/11/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Donald Criteser.
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