Paladin Research Report For:
Dino Pagiazitis
Integrity Point Advisors
About Dino Pagiazitis
About Integrity Point Advisors
Welcome to Integrity Point Advisors, where your financial future is our foremost priority. We are proud to be part of Gladstone Wealth Partners, which has over $20 billion in assets under management. Founded on principles of integrity, commitment, and professional excellence, we have dedicated ourselves to becoming not just financial advisors, but trusted partners in the intricate journey of wealth management.
Who We Are
At Integrity Point Advisors, we believe in a holistic approach to financial planning. Our team comprises seasoned professionals with years of experience in the financial sector, committed to understanding your unique circumstances, aspirations, and challenges. We aim to provide a personalized roadmap, ensuring that your financial decisions align with your life goals.
Fiduciary Commitment
At the heart of our approach lies a firm commitment to you. As fiduciary advisors, we're bound by integrity and transparency. We don't have products to sell our sole aim is to carve out the optimal financial strategies tailored for you, leveraging the finest tools and investments the market has to offer.
Breaking the Traditional Mold
Our origin story is one of rebellion against the status quo. We founded this firm as an escape from the major financial institutions, where sales pitches often overshadow genuine advice. We chose to step away from the pressures of promoting proprietary products and services, ensuring our advice remains unadulterated and truly in your best interest.
Building Lifelong Partnerships
Our pride lies not just in the quality of our advice, but also in the enduring relationships we've built with our clients. By partnering with us, you're joining a family that prioritizes trust, mutual respect, and a shared vision for your financial future.
General Information
Firm Start Year
- 2024
No. of Employees
- 2-4
CRD#
- 5432187
Firm CRD#
- 250787
Name of Broker/Dealer
- Gladstone Wealth Partners
Name of Custodial Firm
- Fidelity Investments
Years of Experience in Financial Services
- 18
Number of Years with Current Firm
- 2
Work Experience
- Dino Pagiazitis has been in the financial services industry since September 2007, amassing over 18 years of experience guiding individuals and families toward achieving their financial goals. Over the course of his career, Dino has worked with renowned institutions, gaining extensive expertise in portfolio management, retirement planning, and tax-efficient strategies.
Dino's journey began with foundational roles at firms such as Garden State Securities and J.P. Turner & Company, where he developed his skills in investment strategies and client relationship management. He then spent over seven years at Merrill Lynch, Pierce, Fenner & Smith, where he honed his expertise in delivering comprehensive financial solutions tailored to the unique needs of his clients.
From 2015 to 2017, Dino advanced his career at Citigroup Global Markets, offering customized wealth management strategies while prioritizing client success. His tenure at TD Ameritrade from 2017 to 2021 included roles as both a broker and investment advisor, where he provided actionable advice to clients across diverse financial situations.
Most recently, Dino was with Bridgeway Wealth Partners, serving as an Investment Advisor Representative, before founding Integrity Point Advisors. As the President and Founder, Dino now focuses on delivering fiduciary-driven, client-first financial advisory services. He leverages his extensive experience to help clients navigate the complexities of financial planning and investing, ensuring their portfolios are aligned with their long-term goals.
Dino's client-centric approach, combined with his years of experience at top financial institutions, ensures that every client receives personalized, high-quality advice they can trust. Whether you're planning for retirement, managing investments, or seeking tax-efficient strategies, Dino is committed to helping you achieve financial confidence and peace of mind.
Work with the following types of clients
- Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
- Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Compliance
Registered Investment Advisor
- Yes
Investment Advisor Representative
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Securities Licenses
- Series 66, Series 63
Firm Information
Advisor's Number of Clients
- 42
Advisor's Number of Managed Clients
- 42
Advisor's Number of Planning Clients
- 42
Compensation and Fees
Fee Structure
- Fee-Only
Minimum Portfolio Size for New Managed Accounts
- $250,000
Compensation Methods
- Based on Assets, Flat Fee
Education
Business Management -
William Paterson University
09/01/2001 -06/29/2006
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892501/paladinregistry-Integrity-Point-Advisors-detailed-disclosure.html
Disclaimer
Investment advice offered through Integrity Point Partners, a doing business name for Gladstone Wealth Partners, an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Information described herein is not meant to be a substitute for legal, accounting, or tax advice. Additional information about Gladstone Wealth Partners and your investment adviser representative is available on the SEC's Investment Adviser Public disclosure website at www.adviserinfo.sec.gov.
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