Unclaimed Profile

Nick Dionisos

DAGCO, INC.·WESTLAKE, Ohio

Clean recordDAGCO, INC.

27366 CENTER RIDGE ROAD, WESTLAKE, OH 44145CRD# 5318879Firm CRD# 106950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nick Dionisos · WESTLAKE, OH

Registration

CRD #5318879 · DAGCO, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nick Dionisos is a registered financial advisor based in WESTLAKE, Ohio, affiliated with DAGCO, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DAGCO, INC.

CORNERSTONE WEALTH MANAGEMENT

AUM

$421M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DAGCO, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5318879

Firm CRD# 106950

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nick Dionisos offer?

Nick Dionisos specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE, Ohio for a consultation.

What are Nick Dionisos's credentials?

Nick Dionisos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nick Dionisos located?

Nick Dionisos is based in WESTLAKE, Ohio, working with DAGCO, INC.. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.

How does Nick Dionisos charge for services?

Nick Dionisos's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAGCO, INC.?

DAGCO, INC. has approximately 8 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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