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Anthony Joseph Dirito

23 Years of Experience
Broker
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
410,747 clients
Average Client Portfolio
$188K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

1655 Grant Street, 10th Floor, Concord, CA, 94520-2445

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Anthony is a Senior Vice President, Divisional Sales of AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment with AssetMark Financial Holdings, Inc. takes nearly full-time hours.

Employment History
Current Registrations
Assetmark Brokerage, LLC
August 2014 - Present · 11 yrs 6 mos
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 6 mos
Assetmark, INC.
November 2008 - Present · 17 yrs 3 mos
Previous Registrations
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Capital Brokerage CorporationBroker
April 2008 - November 2013 · 5 yrs 7 mos
Assetmark Capital CorporationBroker
January 2008 - April 2008 · 3 mos
Dunham and Associates Investment Counsel, INC.Broker
November 2006 - December 2007 · 1 yr 1 mo
Boston Capital Securities, INC.Broker
January 2002 - September 2006 · 4 yrs 8 mos
State Registrations18 states
ALCTDCDEFLGAMAMDMSNCNJNYPARISCTNVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony Joseph Dirito - Financial Advisor | TrueAdvisor