WD

William Stephen Dimenna

41 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
1,223 clients
Average Client Portfolio
$490K average
Assets Under Management
$598.9M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

The maximum annual fee for asset management services is 2.50% of the assets held in the account. The advisory fee is negotiable depending on the market value of the account, asset types, complexity of your portfolio and your financial situation. The annual fee is divided and paid quarterly in advance through a direct debit to your account. There are no minimum investment amounts or conditions required to open an account.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

Holmes Beach, FL

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Regulatory History (1)
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Regulatory
October 2002
Final
Other Business Activities

William wrote an article for a hobby magazine and received compensation. He also operates under the DBAs Tyler-Stone Group and Tyler-Stone Wealth Management, LLC, spending about 10-20% of his time on the former and nearly full-time on the latter providing investment advisory services.

Employment History
Current Registrations
Tyler-Stone Wealth Management, LLC
February 2019 - Present · 6 yrs 11 mos
LPL Financial LLC Broker
August 1992 - Present · 33 yrs 5 mos
Previous Registrations
LPL Financial LLC
February 1993 - May 2019 · 26 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 1989 - April 1992 · 2 yrs 6 mos
Dean Witter Reynolds INC.Broker
June 1984 - November 1989 · 5 yrs 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William Stephen Dimenna - Financial Advisor | AdvisorDiscover