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Thomas Dibari

Chartwell Investment Partners, LLC

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About Thomas Dibari

Thomas Dibari is a registered investment advisor representative with Chartwell Investment Partners, LLC. Thomas has been in the industry since 2000 and holds the Series 63, Series 65, Series 7 and SIE licenses. Thomas has previously worked at CHARTWELL TSC SECURITIES CORP. and GNV ADVISORS, LLC. Thomas specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Thomas is also the trustee on a friend's life insurance trust and the executor of his will upon his passing. Thomas is on the Conference Planning Committee for the Investments & Wealth Institute.

Firm Information

Thomas Dibari is currently registered with Chartwell Investment Partners, LLC. Chartwell Investment Partners, LLC is an investment advisor based in Berwyn, PA. The firm manages approximately $12.31 billion in assets for a variety of clients, including individuals, corporations, investment companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. The firm offers a range of investment advisory services, including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Chartwell Investment Partners also participates in wrap fee programs.
Chartwell Investment Partners, LLC

1205 WESTLAKES DRIVE

BERWYN, PA 19312

$12.31B

Assets Under Management

398

Total Clients

3

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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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Thomas Dibari’s Registration & Firm History

PA

08/11/2022 - Present

Chartwell Investment Partners, LLC (BERWYN PA)

PA

03/07/2017 - 06/30/2022

CHARTWELL TSC SECURITIES CORP. (PITTSBURGH PA)

IL

02/25/2014 - 04/17/2015

GNV ADVISORS, LLC (CHICAGO IL)

CA

09/23/1999 - 06/30/2006

SYNDICATED CAPITAL, INC. (SANTA MONICA CA)

NJ

10/23/1996 - 06/11/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 03/07/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/19/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Dibari.
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