Nicole Ann Mitela
Investment adviser representative at Dipaolo Financial Group, Inc.
11 yearsExperience
2 statesRegistered in
$168MFirm assets
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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Dipaolo Financial Group, Inc.Aug 2020 to now
- Morgan StanleySep 2019 to Aug 2020
- NAJun 2019 to Sep 2019
- Westchase Golf ClubFeb 2018 to Apr 2018
- Catch Twenty ThreeFeb 2017 to May 2019
- University of South FloridaAug 2015 to May 2019
- Macy'sJun 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Dipaolo Financial Group, Inc.
$168MAssets managed
408Clients
5Advisers
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
- 7172743
- Firm CRD
- 309637