DP
CFP
DP
CFP

Dennis M Palmerini

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
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Location

Burlington, MA

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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 ActivitiesSells Insurance

Dennis is an agent selling and servicing property and casualty insurance since 2011, dedicating a few hours per week. He also owns and manages rental property since 2015, which also takes a few hours per week.

Employment History
Current Registrations
Blackridge Asset Management, LLC
September 2019 - Present · 6 yrs 5 mos
Peak Brokerage Services, LLC
September 2019 - Present · 6 yrs 5 mos
Peak Brokerage Services, LLCBroker
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
June 2019 - September 2019 · 3 mos
Hornor, Townsend & Kent, LLCBroker
May 2019 - September 2019 · 4 mos
MML Investors Services, LLCBroker
October 2011 - April 2019 · 7 yrs 6 mos
MML Investors Services, LLC
October 2011 - January 2016 · 4 yrs 3 mos
Strategic Advisers, INC.
February 2008 - March 2011 · 3 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2007 - March 2011 · 3 yrs 6 mos
State Registrations3 states
FLMANH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Dennis M Palmerini - Financial Advisor | TrueAdvisor