Anthony Dipaolo has been Vice President of DiPaolo Financial Group since January 2025, is a control person of the firm and directly owns between 5% and 10% of it.
Dipaolo Financial Group, Inc. is a Lutz, FL firm with $168M under management, 408 clients and 3 advisers in one office, as of its April 2026 filing.
Anthony DiPaolo is Senior Advisor and Partner at DiPaolo Financial Group. He works with clients on investment management, tax strategy, retirement and income planning, estate planning, and insurance and risk management. He is part of the next generation of the firm's leadership.
- – present · 4 yearsLutz, FL · Adviser representative · Firm CRD 309637
Professional designations
Listed by DiPaolo Financial Group
- CFP®
- CLTC®
Investment adviser representative registrations
Anthony Dipaolo is registered as an investment adviser representative in 2 states. The first approvals date from March 2022; the most recent is Texas, in December 2022.
- FloridaSince 14 March 2022
- TexasSince 9 December 2022
Examinations
No examinations are on Anthony Dipaolo’s record.
- Full name
- Anthony Lauria Dipaolo
- CRD
- 7508988
- Firm
- DiPaolo Financial Group · CRD 309637
- Role
- Vice President
- Office
- 4635 VAN DYKE ROAD, Lutz, FL 33558
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dipaolofinancial.com
Where does Anthony Dipaolo work?
Anthony Dipaolo has been Vice President of Dipaolo Financial Group, Inc. since January 2025, and is a control person of the firm.
Is Anthony Dipaolo a financial advisor?
Yes. Anthony Dipaolo has a current investment-adviser registration in Florida and Texas, through DiPaolo Financial Group since March 2022.
How many years of experience does Anthony Dipaolo have?
Anthony Dipaolo has 4 years in the financial industry, since March 2022, across 1 adviser firm.
Where is Anthony Dipaolo based?
Anthony Dipaolo’s registered office is in Lutz, FL.
Is Anthony Dipaolo registered with FINRA?
No. Anthony Dipaolo has no current broker registration.
Is Anthony Dipaolo a CFP?
DiPaolo Financial Group lists Anthony Dipaolo with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Anthony Dipaolo’s record?
Search CRD 7508988 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Dipaolo’s full registration record.
