Paladin Research Report For:
Dino Pagiazitis
Integrity Point Advisors
About Dino Pagiazitis
As the President and Founder of Integrity Point Advisors, I have dedicated my career to helping individuals and families build secure financial futures. With over a decade of experience in the financial industry, I specialize in guiding pre-retirees through the intricate process of retirement income planning, ensuring their 401(k)s and other investments generate lasting income.
My career began after earning a Bachelor of Science in Business Administration from William Paterson University. Since then, I've held key positions at leading financial institutions like Merrill Lynch, Citi Personal Wealth Management, and TD Ameritrade, where I managed over $700 million in client relationships. These experiences have equipped me with the knowledge and expertise to create customized financial strategies that adapt to my clients' unique goals, circumstances, and life stages.
At Integrity Point Advisors, I act in the capacity of a fiduciary. This means that I am legally and ethically bound to put your interests first-always. Unlike many financial firms, we do not sell any products. Our sole focus is on providing unbiased, tailored advice to help you achieve financial security. I believe in transparency and integrity, ensuring that every decision is made with your best interests at heart.
My approach is entirely client-centric. I work closely with each of my clients to craft personalized, flexible financial strategies that evolve as their life and goals change. Whether you're looking to maximize your retirement savings, minimize taxes, or pass on wealth to your heirs, my mission is to ensure that your financial choices align with your personal values and long-term vision.
When you partner with me, you're not just getting a financial advisor - you're gaining a trusted advocate who is committed to helping you achieve financial peace of mind without any hidden agendas or conflicts of interest. We break away from the traditional sales-driven model to provide advice rooted in integrity and trust.
Outside of work, I live in Kings Park, NY, with my wife Diamantina and our two children, Stelio and Nia. When I'm not working to help clients achieve their financial goals, you can find me playing the guitar or staying active through bodybuilding, biking, running, and hiking. I believe that just like staying physically fit, maintaining financial health requires discipline and a well-structured plan.
I look forward to the opportunity to work with you, helping you navigate your financial journey with confidence and clarity.
General Information
Firm Start Year
- 2024
No. of Employees
- 2-4
CRD#
- 5432187
Firm CRD#
- 250787
Name of Broker/Dealer
- Gladstone Wealth Partners
Name of Custodial Firm
- Fidelity Investments
Years of Experience in Financial Services
- 18
Number of Years with Current Firm
- 2
Work Experience
- Dino Pagiazitis has been in the financial services industry since September 2007, amassing over 18 years of experience guiding individuals and families toward achieving their financial goals. Over the course of his career, Dino has worked with renowned institutions, gaining extensive expertise in portfolio management, retirement planning, and tax-efficient strategies.
Dino's journey began with foundational roles at firms such as Garden State Securities and J.P. Turner & Company, where he developed his skills in investment strategies and client relationship management. He then spent over seven years at Merrill Lynch, Pierce, Fenner & Smith, where he honed his expertise in delivering comprehensive financial solutions tailored to the unique needs of his clients.
From 2015 to 2017, Dino advanced his career at Citigroup Global Markets, offering customized wealth management strategies while prioritizing client success. His tenure at TD Ameritrade from 2017 to 2021 included roles as both a broker and investment advisor, where he provided actionable advice to clients across diverse financial situations.
Most recently, Dino was with Bridgeway Wealth Partners, serving as an Investment Advisor Representative, before founding Integrity Point Advisors. As the President and Founder, Dino now focuses on delivering fiduciary-driven, client-first financial advisory services. He leverages his extensive experience to help clients navigate the complexities of financial planning and investing, ensuring their portfolios are aligned with their long-term goals.
Dino's client-centric approach, combined with his years of experience at top financial institutions, ensures that every client receives personalized, high-quality advice they can trust. Whether you're planning for retirement, managing investments, or seeking tax-efficient strategies, Dino is committed to helping you achieve financial confidence and peace of mind.
Work with the following types of clients
- Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
- Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Compliance
Registered Investment Advisor
- Yes
Investment Advisor Representative
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Securities Licenses
- Series 66, Series 63
Firm Information
Advisor's Number of Clients
- 42
Advisor's Number of Managed Clients
- 42
Advisor's Number of Planning Clients
- 42
Compensation and Fees
Fee Structure
- Fee-Only
Minimum Portfolio Size for New Managed Accounts
- $250,000
Compensation Methods
- Based on Assets, Flat Fee
Education
Business Management -
William Paterson University
09/01/2001 -06/29/2006
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892501/paladinregistry-Integrity-Point-Advisors-detailed-disclosure.html
Disclaimer
Investment advice offered through Integrity Point Partners, a doing business name for Gladstone Wealth Partners, an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Information described herein is not meant to be a substitute for legal, accounting, or tax advice. Additional information about Gladstone Wealth Partners and your investment adviser representative is available on the SEC's Investment Adviser Public disclosure website at www.adviserinfo.sec.gov.
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