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Joseph John Dimaio

Wick Capital Partners, LLC

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About Joseph John Dimaio

Joseph John Dimaio is a financial advisor at Wick Capital Partners, LLC in Wayne, Pennsylvania. Joseph has been in the financial industry for over 30 years and has experience working with a variety of clients, including high-net-worth individuals and families. Joseph is a Certified Financial Planner™ and holds several industry licenses. Joseph is also a Registered Investment Advisor and specializes in financial planning, investment management, and portfolio management.

Firm Information

Joseph Dimaio is currently registered with Wick Capital Partners, LLC. Wick Capital Partners, LLC is an investment advisor located in WAYNE, PA, United States. The firm has 9 investment adviser representatives and manages approximately $430,425,208 in regulatory assets under management. Wick Capital Partners, LLC provides financial planning, pension consulting, and portfolio management for individuals. They primarily serve high-net-worth individuals and individuals other than high-net-worth individuals.
Wick Capital Partners, LLC

150 N. RADNOR CHESTER ROAD

WAYNE, PA 19087

$430.43M

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Joseph Dimaio’s Registration & Firm History

PA

08/02/2023 - Present

Wick Capital Partners, LLC (WAYNE PA)

NA

08/01/1989 - 02/25/1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

10/20/1987 - 11/24/1987

SAV/VEST SECURITIES CORPORATION

NA

01/14/1985 - 03/12/1987

BHC SECURITIES, INC.

NA

07/09/1986 - 07/16/1986

TABROKERAGE INC.

NA

12/11/1981 - 09/26/1984

OLDE & CO., INCORPORATED

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Licenses & Designations

IA

Issued 08/30/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/1987

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/15/1982

Series 4 - Registered Options Principal Examination

BC

Issued 03/10/1982

Series 24 - General Securities Principal Examination

BC

Issued 11/21/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph John Dimaio.
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