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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-27-2020
- Office Locations
- 1
Office Locations
About Dipaolo Financial Group, Inc.
DiPaolo Financial Group is a Tampa Bay-area advisory firm focused on retirement and goal-based planning. They design tailored strategies to help reduce taxes and protect assets, using a mix of investment products including mutual funds and ETFs (Schwab custodied). The team runs educational events and supports community financial education; the chief advisor is president of the North Tampa Chapter of the Society for Financial Awareness.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH LAURIA DIPAOLO
Chief Executive Officer, President
- CRD
- #5879175
- Ownership
- 75% or more
ANTHONY LAURIA DIPAOLO
Certified Financial Planner, VICE PRESIDENT
- CRD
- #7508988
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Khaled Hassan
--
- CRD
- #7914666
Nicole Ann Mitela
Paraplanner
- CRD
- #7172743
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,357,965 | $147,742 |
| Non-Discretionary | $1,620,192 | $147,290 |
| Total | $167,978,157 | $147,738 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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