Joel
Dimartino

Wilmington Trust Investment Advisors, Inc

CRD#6958801
Investment Advisor
in Rochester, NY

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About this Advisor

Joel Dimartino is a financial advisor based out of Rochester, New York. Dimartino currently works for Wilmington Trust Investment Advisors, Inc. They have spent their whole career at Wilmington Trust Investment Advisors, Inc. Dimartino holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Maryland. Wilmington Trust Investment Advisors, Inc is a registered investment firm that has its headquarters in Wilmington, DE. It has offices in 16 locations and a total of 127 advisors. It oversees $17 billion in assets under management between its 3,376 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 46 charities and foundations. Of its 3,376 client accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets available to invest. Wilmington Trust Investment Advisors, Inc has a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Financial management fees depend on which service is offered. Fees charged by Wilmington Trust Investment Advisors, Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

180 South Clinton Avenue
Rochester, NY 14604

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Wilmington Trust Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$16,488,434,237

NY Average: $20,326,190,483
Total Number of Employees

127

NY Average: 53
Total Number of Accounts

3,376

NY Average: 624
Average Account Size

$4,884,015

NY Average: $32,574,023

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Joel Dimartino Work History

Joel has been registered as a financial advisor for 0 years.*

2001 - Present (23 years)

Wilmington Trust/M&T Bank

*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 Joel Dimartino 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 Wilmington Trust Investment Advisors, Inc

Anthony Roth
Wilmington, DE
Wilson Yi
Wilmington, DE
Morgan Mohrman
Boston, MA
Camilla Merrick
Wilmington, DE
Mark Alberta
Wilmington, DE
Christopher Sporcic
Wilmington, DE
Eric Taylor
Binghamton, NY
Gregory Timeranko
Wilmington, DE

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.

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