Alfred
Diloreto

First American Asset Advisory, LLC

CRD#6925922
Investment Advisor
in Garden City, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alfred Diloreto is a financial advisor based out of Garden City, New York who has 2 years of relevant experience. Diloreto is an employee of First American Asset Advisory, LLC. Throughout their career, Diloreto has worked at Morgan Wilshire Sec Inc, Stony Brook University and Suffolk Community College. Diloreto holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. First American Asset Advisory, LLC is an advisory firm operating out of Garden City, NY. It administers $81 million in assets among its 141 client accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Of its 141 client accounts, 100% belong to high-net-worth investors who have at least $1 million in investable assets. The firm performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely depend on which services are provided. However, fee types billed by First American Asset Advisory, LLC likely consist of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

59 Hilton Avenue, Suite 101
Garden City, NY 11530

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

First American Asset Advisory, LLC Brokerage Details

Total Assets Under Management

$81,390,586

NY Average: $7,464,549,021
Total Number of Employees

6

NY Average: 88
Total Number of Accounts

141

NY Average: 3,892
Average Account Size

$577,238

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Alfred Diloreto Work History

Alfred has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Morgan Wilshire Sec Inc

2014 - 2017 (3 years)

Stony Brook University

2012 - 2013 (1 year)

Suffolk Community College

*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 Alfred Diloreto 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 First American Asset Advisory, LLC

Alfred Diloreto
Garden City, NY
Aalon Rose
Garden City, NY
Jeffrey Lew
Garden City, NY
Paul Metz
Garden City, NY
Michael Finnan
Garden City, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started