Joseph Dimaio has been an investment adviser representative at Wick Capital Partners since August 2023, and is not listed among the firm’s executive officers or direct owners. Joseph Dimaio holds a Bachelor of Science in Business Administration from Smith School of Business, University of Maryland.
Wick Capital Partners, LLC is a Wayne, PA firm with $930M under management, 367 clients and 10 advisers across 2 offices, as of its March 2026 filing.
Joseph J. DiMaio, Jr. is Private Wealth Advisor of Wick Capital Partners, which he joined in 2023. He has more than 25 years of experience in wealth management and coordinates with the firm's planners, portfolio managers and other professionals on wealth advisory, retirement planning and intergenerational wealth succession planning. Earlier roles include SVP and Relationship Manager at Bryn Mawr Trust, Investment Advisor at West Capital Management and Vice President, Advisor and Senior Relationship Manager at Wilmington Trust Company.
Joseph Dimaio’s longest registration was 14 years at West Capital Management, Inc. (2002–2017). Before joining Wick Capital Partners in 2023, Joseph Dimaio was registered through West Capital Management and West Capital Management, Inc.
- Wick Capital Partners, LLCCurrent– present · 3 yearsWayne, PA · Adviser representative · Firm CRD 299194
- West Capital Management– · 1 yearPhiladelphia, PA · Adviser representative · Firm CRD 285359
- West Capital Management, Inc.– · 14 yearsPhiladelphia, PA · Adviser representative · Firm CRD 110572
Professional designations
Listed by Wick Capital Partners
- Certified Financial Planner® (CFP®)
Investment adviser representative registrations
Joseph Dimaio is registered as an investment adviser representative in Pennsylvania, since August 2023.
- PennsylvaniaSince 2 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 2002 |
| Series 53 | Municipal Securities Principal Examination | 2 November 1987 |
| Series 4 | Registered Options Principal Examination | 15 June 1982 |
| Series 24 | General Securities Principal Examination | 10 March 1982 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 December 1981 |
| Series 7 | General Securities Representative Examination | 21 November 1981 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Municipal Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph John Dimaio
- CRD
- 1017698
- Firm
- Wick Capital Partners · CRD 299194
- Office
- 150 N. RADNOR CHESTER ROAD, SUITE A225, Wayne, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wickcapitalpartners.com
Where does Joseph Dimaio work?
Joseph Dimaio is an investment adviser representative registered through Wick Capital Partners, LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Dimaio a financial advisor?
Yes. Joseph Dimaio has a current investment-adviser registration in Pennsylvania, through Wick Capital Partners since August 2023.
How many years of experience does Joseph Dimaio have?
Joseph Dimaio has 18 years in the financial industry, since November 2007, across 3 adviser firms.
What exams has Joseph Dimaio passed?
Joseph Dimaio has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 4, Series 53 and Series 65. The earliest, the Series 7, was passed in November 1981.
Where did Joseph Dimaio work before Wick Capital Partners?
Before Wick Capital Partners, Joseph Dimaio was registered through West Capital Management, October 2016 to July 2018; West Capital Management, Inc., October 2002 to March 2017.
Where is Joseph Dimaio based?
Joseph Dimaio’s registered office is in Wayne, PA.
Is Joseph Dimaio registered with FINRA?
No. Joseph Dimaio has no current broker registration.
Is Joseph Dimaio a CFP?
Wick Capital Partners lists Joseph Dimaio with the CFP credential (“Certified Financial Planner® (CFP®)”) on its website. CFP Board confirms certification status.
Source: Joseph J. DiMaio, Jr. biography, wickcapitalpartners.com
How can I verify Joseph Dimaio’s record?
Search CRD 1017698 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Dimaio’s full registration record.
