Andrew Joseph Dirito

Employer firm

Assetmark, Inc. CRD 109018

$91.8B regulatory AUM 220,268 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 02/2021
  Anchor Advisory Services
  Plymouth, MA
• 06/2019 → 10/2020
  Alden Park Restaurant
  Plymouth, MA
• 09/2010 → 11/2020
  College Student
  Franklin, MA
• 03/2021 → Present
  Assetmark Financial Holdings, Inc.
  Houston, TX
• 03/2021 → Present
  Assetmark Brokerage, Llc
  Houston, TX
• 03/2021 → Present
  Assetmark, Inc
  Houston, TX

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 03/2021 - 160 HRS / MONTHLY - REGIONAL CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-01-14
• S65 Uniform Investment Adviser Law Examination
  2021-06-25

Other Names

• Andrew Dirito