Dino Pagiazitis

Home > Financial Advisor Directory > new york > commack

About Dino Pagiazitis

As President and Founder of Integrity Point Advisors, I help pre-retirees and retirees turn their savings into a clear retirement income plan - so your 401(k), IRA, and investment accounts can support your life with more confidence and less guesswork.

I have 19 years of experience in the financial industry, including time at Merrill Lynch, Citi Personal Wealth Management, and TD Ameritrade. Today, I run an independent practice focused on retirement income planning and ongoing portfolio management for individuals and families on Long Island and beyond.

At Integrity Point Advisors, I serve clients in a fiduciary capacity and focus on building strategies around your goals - without a sales-driven process. Portfolios are built and managed using individual stocks, ETFs, and bonds, with a strong emphasis on risk management, taxes, and long-term consistency.

Areas I help with include:
- 401(k) and IRA rollovers
- Retirement income planning (withdrawal strategy, cash flow, and coordination with Social Security)
- Customized portfolio management (stocks, ETFs, and individual bonds)
- Tax-aware investing and account strategy
- Legacy planning coordination (beneficiaries, estate and family considerations)

If you're looking for a steady hand and a straightforward plan, I'm happy to have a quick conversation to learn what you're working on and see if it makes sense to connect. I'm based in Commack, NY, and can meet by Zoom or in person.

Outside of work, you'll usually find me staying active or playing guitar- same discipline, different arena.

See Disclosures

General Information

Firm Start Year

2024

No. of Employees

CRD#

5432187

Firm CRD#

250787

Name of Broker/Dealer

Gladstone Institutional Advisors, LLC.

Name of Custodial Firm

Fidelity Investments

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Dino Pagiazitis has worked in financial services since 2007, helping individuals and families with portfolio management, retirement planning, and tax-aware investment strategies.

Over the years, he built his experience across several well-known firms, including Garden State Securities and J.P. Turner & Company early on, followed by more than seven years at Merrill Lynch. He later worked at Citi (Citigroup Global Markets) and TD Ameritrade, where he supported clients across a wide range of financial situations - answering real-world questions, building investment strategies, and helping clients make confident decisions.

Before founding Integrity Point Advisors, Dino served as an Investment Advisor Representative at Bridgeway Wealth Partners. Today, as President & Founder of Integrity Point Advisors, he works with clients in a fiduciary capacity and focuses on retirement income planning and ongoing portfolio management - helping clients create a plan that fits their goals and stays aligned over time.

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

Investment Advisor Representative

Acknowledged fiduciary

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

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

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 Advisors, a DBA for Gladstone Institutional Advisors, LLC., 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 Institutional Advisors, LLC. and your investment adviser representative is available on the SEC's Investment Adviser Public disclosure website at www.adviserinfo.sec.gov.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Integrity Point Advisors