Dina Marie Dilorenzo
Investment adviser representative at Guggenheim Investment Advisors, LLC
21 yearsExperience
3 statesRegistered in
$840.9MFirm assets
26 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Guggenheim Fund Distributors, LLCApr 2017 to now
- Guggenheim Investment Advisors, LLCOct 2005 to now
- Guggenheim Securities, LLCMar 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (CT, IL, NY).
Guggenheim Investment Advisors, LLC
$840.9MAssets managed
25Clients
3Advisers
26 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
- 2664787
- Firm CRD
- 108263