DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Commack, NY 11725
631-800-3667
About Integrity Point Advisors
Integrity Point Advisors is an independent financial planning and investment management practice focused on helping individuals and families make clear, confident financial decisions - especially around retirement planning and retirement income.
We take a planning-first approach. That means we start with your goals, timeline, and real-world needs, then build a strategy that connects the pieces - portfolio structure, cash flow, taxes, and long-term priorities - so everything works together.
Dino Pagiazitis serves clients in a fiduciary capacity through his affiliation with Gladstone Institutional Advisory, LLC. Our approach is designed to be transparent, personal, and practical - built around ongoing guidance and long-term relationships, not a sales-driven process.
See Disclosures
General Information
Firm Start Year
2024
No. of Employees
2-4
CRD#
5432187
Firm CRD#
250787
Name of Broker/Dealer
Gladstone Institutional Advisors, LLC.
Name of Custodial Firm
Fidelity Investments
Years of Experience in Financial Services
19
Number of Years with Current Firm
3
Work Experience
Dino Pagiazitis has worked in financial services since 2007, helping individuals and families with portfolio management, retirement planning, and tax-aware investment strategies.
Over the years, he built his experience across several well-known firms, including Garden State Securities and J.P. Turner & Company early on, followed by more than seven years at Merrill Lynch. He later worked at Citi (Citigroup Global Markets) and TD Ameritrade, where he supported clients across a wide range of financial situations - answering real-world questions, building investment strategies, and helping clients make confident decisions.
Before founding Integrity Point Advisors, Dino served as an Investment Advisor Representative at Bridgeway Wealth Partners. Today, as President & Founder of Integrity Point Advisors, he works with clients in a fiduciary capacity and focuses on retirement income planning and ongoing portfolio management - helping clients create a plan that fits their goals and stays aligned over time.
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Services
Investment Types
Alternative Investments, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Options & Futures, Mutual Funds, Bonds
Can meet clients in the following ways
Email, Your Office, Phone, Video Conference, Our Offices, Your Home, Our Office
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 66, Series 63
Firm Information
Advisor's Number of Clients
58
Advisor's Number of Managed Clients
58
Advisor's Number of Planning Clients
58
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Flat Fee
Education
Business Management -
William Paterson University
09/01/2001 -06/29/2006
Disclosures
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1892501/financialadvisor-Integrity-Point-Advisors-detailed-disclosure.html
Disclaimer
Investment advice offered through Integrity Point Advisors, a DBA for Gladstone Institutional Advisors, LLC., an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Information described herein is not meant to be a substitute for legal, accounting, or tax advice. Additional information about Gladstone Institutional Advisors, LLC. and your investment adviser representative is available on the SEC's Investment Adviser Public disclosure website at www.adviserinfo.sec.gov.