Dennis
Criteser
Compass Investments LLC
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About this Advisor
Dennis Criteser is a financial advisor who works in Williamsport, Pennsylvania with a total of 16 years of relevant experience. Criteser is an advisor for Compass Investments LLC. During their career, Criteser has held roles at Bayside Financial, LLC and Blue Bear School Of American Music. Criteser 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 California. Compass Investments LLC is a registered investment firm operating in Williamsport, Pennsylvania. The investment advisory business has offices in four locations and just five advisors. It oversees $75 million in total assets between its 393 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 393 customer accounts, just 9% belong to high-net-worth individuals who have greater than $1 million in investable assets. Compass Investments LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management vary depending on the type of services provided. However, fees billed by Compass Investments LLC may include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Investments LLC Brokerage Details
$74,891,430
5
393
$190,563
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dennis Criteser Work History
Dennis has been registered as a financial advisor for 16 years.*
Bayside Financial, LLC
Blue Bear School Of American Music
*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 Dennis Criteser 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 Compass Investments LLC
Williamsport, PA
Williamsport, PA
Williamsport, PA
Williamsport, PA
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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