Unclaimed Profile

Nick Dionisos

DAGCO, INC.·WESTLAKE, Ohio

Series 65Clean record19 years registeredDAGCO, 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. · 19 years registered

Brand Profile

Not yet started

Career History

CORNERSTONE WEALTH MANAGEMENT

Apr 2007 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 3, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAGCO, INC.

CRD 106950 · SEC 801-51066

AUM

$421M

Regulatory assets under management

Employees

920 client accounts

Services offered by DAGCO, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAGCO, INC. →

Introduction

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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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