Samuel Dedio is a registered investment advisor at Patrumin Investors, LLC, based in Naples, FL, with 11 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 50 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Patrumin Investors manages investments for a fee based on a percentage of your portfolio. The specific rate is not listed in this document.
Location
Airport Professional Center, 3811 Airport Rd. North, Suite 201A, Naples, FL, 34105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Samuel is an adjunct professor teaching finance and investment courses since August 2018. This activity takes a few hours per week.
Employment History
Current Registrations
Patrumin Investors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.