Adviser and broker representative · Capital Synergy Partners
Lorraine A. Dimartino
CRD 2817461 · Irvine, CA
At a glance
Lorraine A. Dimartino is an investment adviser representative with Capital Synergy Partners in Irvine, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lorraine’s SEC record dates to 2007, about 19 years ago. Lorraine is also registered as a broker representative.
Current advisory firm
- Capital Synergy PartnersSince January 2026Irvine, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Lorraine’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Capital Synergy Partners
- Cory J. ChristiansenIrvine
- Stephen C. CliffordIrvine
- Matthew A. GandyIrvine
- Richard W. Greene Jr.Irvine · Chartered Financial Consultant
- Mark S. GuillodIrvine
- Andrew A. HoldenIrvine
- Matthew M. MelendezIrvine · Certified Financial Planner
- James A. MooreIrvine
Every advisor at Capital Synergy Partners →Financial advisors in Irvine, CA →Every Capital Synergy Partners advisor in Irvine →Advisor Moves: who changed firms this week →