Partner · Solid Point Wealth Advisors, LLC
Dina E. Desorbo
CRD 8039042 · Named on Form ADV at one SEC-registered adviser
At a glance
Solid Point Wealth Advisors, LLC, an SEC-registered wealth manager with $120 million in regulatory assets, lists Dina E. Desorbo on its Form ADV as Partner, a control person.
Firms and roles
- Solid Point Wealth Advisors, LLCPartnerWealth manager · United States · $120M in regulatory assets
AtlasMembers
Dina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Christopher B. RoopPartner/cco, Solid Point Wealth Advisors, LLC
- Antony J. DesorboPartner, Solid Point Wealth Advisors, LLC
- Bryan L. BurdickPartner, Solid Point Wealth Advisors, LLC
- Brian P. GambillPartner, Solid Point Wealth Advisors, LLC
- Andrew O. DelmedicoPartner, Solid Point Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.