Dino A. Giovannone

MCKINLEY CARTER WEALTH SERVICES

Wheeling, WV 26003

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CRD#: 1216080

Professional summary

Dino Andre Giovannone is a registered financial advisor currently at MCKINLEY CARTER WEALTH SERVICES, INC. located in Wheeling, West Virginia and FARTHER located in Wheeling, West Virginia.

Dino is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Dino has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of other business: Atomic Cowboy Productions; Is business Investment related: No; Address of other business: Wheeling WV 26003; Nature of other business: Music Production / Artist Management; Your position: Owner; Start date of relationship: 01/01/2014; Approx. # of hours /month devote to other business: 5; Number of hours devoted to other business during Securities trading hours: 0; Briefly describe duties: Studio production and Artist conversations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dino Andre Giovannone's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 28, 2015 - Present

MCKINLEY CARTER WEALTH SERVICES, INC.

Office #1: 2100 Market Street, Wheeling, WV 26003

RIA

CRD#: 135184

Wheeling, WV

Current

October 23, 2025 - Present

FARTHER

RIA

CRD#: 302050

Wheeling, WV

Past

January 13, 2014 - April 14, 2015

EDWARD JONES

RIA

CRD#: 250

WARREN, OH

Past

January 13, 2014 - April 14, 2015

CRD#: 5009

PITTSBURGH, PA

Past

February 23, 1984 - February 2, 2000

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

West Virginia
(4/28/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/10/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/27/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/14/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/25/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/20/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/4/1999

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 12/13/1984

Investment Company Products/Variable Contracts Principal Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Dino A. Giovannone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dino Andre Giovannone's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

EDWARD JONES

EDWARD JONES

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

FEDERATED SECURITIES CORP.

FEDERATED INVESTMENT COUNSELING

FEDERATED SECURITIES CORP.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 6/10/2005

Series 63

Date: 1/27/1984

SIE

Date: 4/14/2015

Series 7

Date: 11/25/1998

Series 6

Date: 2/20/1984

Series 24

Date: 3/4/1999

Series 26

Date: 12/13/1984

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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