Donna
Dimaria
Corbett Road Capital Management, LLC
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About this Advisor
Donna Dimaria is a financial advisor based in Fairport, New York, working with Corbett Road Capital Management, LLC. Donna has previously held positions at Tessera Capital Partners, LLC, Sutter Capital Partners, LLC, Boustead Securities LLC, Vigilant, Monahan & Roth, Tessera Capital, LLC, Corbett Road Capital Management, Vigilant Distributors, and Ryan Brokerage Services. Donna has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Donna is part of Corbett Road Capital Management, LLC, which operates out of Fairport, New York. The firm has 5 employees and manages assets totaling $45.9 million. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Corbett Road Capital Management, LLC includes asset-based fees.
Certifications and Registrations
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Corbett Road Capital Management, LLC Brokerage Details
$45,885,638
5
174
$263,711
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Donna Dimaria Work History
Corbett Road Capital Management
Vigilant Distributors
Ryan Brokerage Services
Vigilant
Tessera Capital, LLC
Monahan & Roth
Sutter Capital Partners, LLC
Boustead Securities LLC
Tessera Capital Partners, LLC
Disclosures
Please visit the SEC profile of Donna Dimaria 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 Corbett Road Capital Management, LLC
Fairport, NY
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