Joseph Lauria Dipaolo
Investment Adviser Representative at Dipaolo Financial Group, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Lauria Dipaolo is an investment adviser representative with Dipaolo Financial Group, Inc. in Lutz, FL, where they have been registered since 2020. They have worked in the securities industry since 2011 and have been registered with 4 firms, including J. W. COLE Advisors, Inc. and Global Financial Private Capital, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Dipaolo Financial GroupJul 2015 – no end date reportedTampa, FL
- Global Financial Private Capital, LLCJul 2015 – Apr 2019Sarasota, FL
- J.W. Cole Advisors, Inc.Apr 2019 – Aug 2020Tampa, FL
- DiPaolo Financial Group, Inc.Nov 2007 – no end date reportedTampa, FL
- Dipaolo Financial GroupNov 2007 – Nov 2022Tampa, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Dipaolo Financial Group, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized financial services and strategies tailored to individual needs and goals, including investment products and strategies aimed at reducing taxes, protecting assets, and planning for retirement. The firm also offers educational events and community financial education.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lutz, FL
- SEC file number:
- 801-132771
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 17, 2026
View full firm profileOther advisors at Dipaolo Financial Group, Inc.
3 other advisors in the directory
Similar advisors in Lutz, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Lauria Dipaolo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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