A complete list of active advisors currently associated with Stephen A. Dipisa Registered Investment Advisor

Warmer can help you find a great advisor at Stephen A. Dipisa Registered Investment Advisor or one who fits your needs even better.

Stephen A. Dipisa Registered Investment Advisor provides portfolio management and related advisory services to individual clients, delivering customized investment oversight and financial planning for a limited client base. The firm manages approximately $13 million in client assets across 11 accounts and uses a percentage-of-assets fee model disclosed in its brochure. The brochure describes conventional methods of analysis and portfolio management common among independent advisers, such as asset allocation and periodic account review. It also discloses the use of market timing as part of its investment approach and outlines the attendant risks and implementation protocols for that strategy. What is distinctive about the firm is the explicit inclusion of market timing in its stated strategies — an approach noted as uncommon among peers — coupled with its concentrated scale, which may allow more direct handling of trading decisions. The brochure also documents trading, personal trading and conflicts-of-interest policies, indicating an effort to address compliance and execution practices that become more salient when employing market timing.

To learn more about the advisors currently working at Stephen A. Dipisa Registered Investment Advisor, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Stephen Dipisa	New York, NY	3

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