Desi
Dimaio
Alliance Wealth Management Group, LLC
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About this Advisor
Desi Dimaio is a financial advisor based out of Flemington, New Jersey. Dimaio works at Alliance Wealth Management Group, LLC. Their career trajectory has included roles at John Cooney, J Reed Finney, Eric Olson, Andy Schwartz, Scott Schwartz, Northwestern Mutual Investment Services, LLC, The Shannon Rose Irish Pub, Lpl Financial LLC, Private Advisor Group LLC, Generali Employee Benefits, Bleakley Financial Group, LLC and Alliance Wealth Managementgroup, LLC. Dimaio maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. Alliance Wealth Management Group, LLC is a company based in Flemington, NJ. The firm has offices in three locations and a total of 13 employees. It controls $309 million in total assets across its 995 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 995 client accounts, 24% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on which services are offered. Fee types billed by Alliance Wealth Management Group, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliance Wealth Management Group, LLC Brokerage Details
$309,439,764
13
995
$310,995
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Desi Dimaio Work History
Desi has been registered as a financial advisor for 0 years.*
Alliance Wealth Managementgroup, LLC
Lpl Financial LLC
Bleakley Financial Group, LLC
Generali Employee Benefits
Lpl Financial LLC
Private Advisor Group LLC
John Cooney
J Reed Finney
Eric Olson
Andy Schwartz
Scott Schwartz
Northwestern Mutual Investment Services, LLC
The Shannon Rose Irish Pub
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Desi Dimaio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alliance Wealth Management Group, LLC
Flemington, NJ
Flemington, NJ
Flemington, NJ
Flemington, NJ
Roseland, NJ
Flemington, NJ
Flemington, NJ
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