Dean J Dipierro
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
Are you Dean J Dipierro? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Kestra Advisory Services , LLCApr 2024 to now
- Kestra Investment Services, LLCApr 2024 to now
- Lincoln Financial AdvisorsSep 2022 to Apr 2024
- LPL Financial, LLCJul 2017 to Sep 2022
- Ameritas Investment CorpMay 2016 to Jul 2017
- Great Helm CorpMar 2016 to Apr 2024
- Dipaola Financial GroupMar 2016 to Jul 2017
- Ameritas Life Insurance CorpMar 2016 to Feb 2017
- Ameritas Life Insurance Corp of New YorkMar 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn 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
- 2276643
- Firm CRD
- 283330