linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dinamarie Rose Isola

Ritholtz Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dinamarie? Claim Your Profile

About Dinamarie Rose Isola

Dinamarie Isola is a financial advisor with over 20 years of experience in the industry. She is currently registered with Ritholtz Wealth Management in New York. Dinamarie holds the Series 6 and Series 65 licenses. Previously, she was registered with Seligman Advisors, Inc. and Lord Abbett Distributor LLC. Dinamarie provides financial planning, investment advice, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Dinamarie is also the owner and president of RealSmartica, Inc. which provides educational services on financial matters.

Firm Information

Dinamarie Isola is currently registered with Ritholtz Wealth Management. Ritholtz Wealth Management is an investment advisory firm located in NEW YORK, NY. They offer a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has a total of 10,501 client accounts with a total of $5,044,156,635 in assets under management.
Ritholtz Wealth Management

24 WEST 40TH STREET

NEW YORK, NY 10018

$5.04B

Assets Under Management

Not reported

Total Clients

37

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

good advice; liftoff - automated advisory services

Good advice; liftoff - automated advisory services

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dinamarie Isola’s Registration & Firm History

NY

06/06/2021 - Present

Ritholtz Wealth Management (Stony Brook NY)

MA

03/19/1997 - 04/14/2003

SELIGMAN ADVISORS, INC. (BOSTON MA)

NJ

10/18/1991 - 01/29/1997

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

Not sure if Dinamarie Rose Isola is right for you?

Licenses & Designations

IA

Issued 08/26/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dinamarie Rose Isola.
Not sure if Dinamarie Rose Isola is right for you?