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Christopher Dean Dipetrillo

Wealth Management Resources, Inc.

Smithfield, RI

CRD 7350047

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Employer firm

Wealth Management Resources, Inc. CRD 45452

$385M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Wealth Management Resources, Inc.

28 Cedar Swamp Road Suite One, Smithfield, RI 02917 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-07-28
TX RA APPROVED 2025-07-28
  • RI RA
    APPROVED
    Since 2025-07-28
  • TX RA
    APPROVED
    Since 2025-07-28

Branch Locations

28 Cedar Swamp Road Suite One, Smithfield, RI 02917 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ponaganset High School North Scituate RI 09/2014 06/2018
Wheaton College Norton MA 09/2018 06/2022
Wealth Management Resources, Inc. Smithfield RI 07/2022 Present
  • 09/2014 → 06/2018
    Ponaganset High School
    North Scituate, RI
  • 09/2018 → 06/2022
    Wheaton College
    Norton, MA
  • 07/2022 → Present
    Smithfield, RI
Designations
  • Certified Financial Planner
Other Names
  • Christopher Dipetrillo

View on SEC IAPD

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