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Desi Julian Dimaio

Alliance Wealth Management Group, LLC

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About Desi Julian Dimaio

Desi Julian Dimaio is a financial advisor with Alliance Wealth Management Group, LLC. Desi has been a registered representative since 2014. Prior to joining Alliance Wealth Management Group, LLC, Desi was a financial advisor at LPL FINANCIAL LLC, and Northwestern Mutual Investment Services, LLC. Desi provides financial advice to individuals and businesses.

Firm Information

Desi Dimaio is currently registered with Alliance Wealth Management Group, LLC. Alliance Wealth Management Group, LLC is an investment advisory firm based in Flemington, New Jersey. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages assets for individuals, both high net worth and other, totaling approximately $363.4 million across 1,046 accounts.
Alliance Wealth Management Group, LLC

23 ROYAL ROAD

FLEMINGTON, NJ 08822

$363.46M

Assets Under Management

1

Total Clients

5

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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Desi Dimaio’s Registration & Firm History

NJ

02/17/2023 - Present

Alliance Wealth Management Group, LLC (FLEMINGTON NJ)

NJ

10/30/2018 - 02/21/2023

LPL FINANCIAL LLC (FAIRFIELD NJ)

NJ

02/25/2015 - 02/14/2017

LPL FINANCIAL LLC (FAIRFIELD NJ)

NJ

10/29/2014 - 03/04/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)

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Licenses & Designations

BOTH

Issued 12/28/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Desi Julian Dimaio.
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