Justin Daniel Dirito
Investment adviser representative at Assetmark, Inc.
11 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Assetmark, Inc.Sep 2019 to now
- Assetmark Brokerage, LLCSep 2019 to now
- Assetmark Financial Holdings, Inc.Sep 2019 to now
- Wells Fargo Funds Distributor, LLCSep 2017 to Sep 2019
- Wells Fargo Funds Management, LLCSep 2017 to Sep 2019
- Pioneer Investment Management, Inc.Dec 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
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
- 5014777
- Firm CRD
- 109018