Derek Jude Dimaso
Investment adviser representative at Quint Investments and Insurance
16 yearsExperience
1 stateRegistered in
$110.4MFirm assets
6 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 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
16 years in the industry.
- Quint Investments and InsuranceOct 2024 to now
- Quint Investments and Insurance ServicesOct 2024 to now
- Soliant HealthOct 2023 to now
- Northwestern MutualSep 2022 to Jul 2023
- Department of CorrectionsJan 2022 to Jun 2022
- NAJul 2021 to Jan 2022
- White Plains HospitalAug 2020 to Oct 2020
- Rockville HospitalApr 2020 to Oct 2020
- WcsJan 2020 to Jun 2021
- Albany Medical CenterOct 2018 to Mar 2020
- CosimosAug 2010 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Quint Investments and Insurance
Legal name: Quint Wealth Management, Inc.
$110.4MAssets managed
412Clients
8Advisers
6 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
- 7743397
- Firm CRD
- 168463