SD
Sam Dalesandro
from Dwd Portfolio Solutions, Inc.
Sam Dalesandro is a financial advisor based in Pennsylvania, Pittsburgh,
with 26 years of experience. Sam currently works for
Dwd Portfolio Solutions, Inc..
Sam maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sam Dalesandro works at Dwd Portfolio Solutions, Inc.
Dwd Portfolio Solutions, Inc. is a financial advisory firm based in Pittsburgh, Pennsylvania. It currently has approximately $162,558,551 of assets under management and employs about 6 people. Dwd Portfolio Solutions, Inc. uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
Manor Oak Two Suite 103, 1910 Cochran Rd, Pittsburgh, Pennsylvania, 15220
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