Unclaimed
Gianni Luigi Dimeglio is a financial advisor with William Blair. Gianni Luigi Dimeglio is registered with FINRA as a Registered Representative and is also licensed as an Investment Advisor Representative in Connecticut. Gianni Luigi Dimeglio has been in the financial industry for over 17 years. Gianni Luigi Dimeglio has experience with clients ranging from high-net-worth individuals to corporations and other businesses, pooled investment vehicles, and charitable organizations. In addition to traditional portfolio management, Gianni Luigi Dimeglio provides financial planning services and selects other advisors for clients. Gianni Luigi Dimeglio also offers equity research services. Prior to joining William Blair, Gianni Luigi Dimeglio was employed by TD Private Client Wealth LLC and TD Bank, N.A.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Equity research services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
09/24/2021 - Present
William Blair (CHICAGO IL)
CT
02/28/2013 - 10/26/2021
TD PRIVATE CLIENT WEALTH LLC (WILTON CT)
NY
06/08/2010 - 09/17/2010
PARK AVENUE SECURITIES LLC (RYE BROOK NY)
NY
11/04/2003 - 05/25/2010
WELLS FARGO ADVISORS, LLC (ARDSLEY NY)
BC
Issued 11/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gianni Dimeglio is the right advisor for you? Invested Better is here to help.