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Alexander Dimartini

Investment adviser representative at Imperity Wealth Alliance LLC
14 yearsExperience
1 stateRegistered in
$139.7MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Imperity Wealth Alliance LLCMar 2026 to now
  2. Commonwealth Financial NetworkJul 2023 to now
  3. Soundview Wealth Management Group, LLCJul 2023 to now
  4. Royal Alliance Associates, Inc.Jan 2017 to Jul 2023
  5. UBS Financial Services Inc.Jan 2012 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (NY).

Imperity Wealth Alliance LLC

$139.7MAssets managed
363Clients
10Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2211270
Firm CRD
339113
Advisor's SEC record (opens in a new tab)
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