Patrick Joseph Dinuzzo
Professional Summary
Patrick Joseph Dinuzzo is a registered financial advisor currently at DINUZZO PRIVATE WEALTH, INC. located in Beaver, Pennsylvania. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Patrick has worked at 2 firms and has passed the Series 65, Series 63, Series 2, Series 22 and Series 39 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
DINUZZO EMERGING WEALTH | PAPI MINDSETCOACH | DINUZZO WEALTH MANAGEMENT | DINUZZO PRIVATE WEALTH, INC. | DINUZZO MIDDLE-MARKET FAMILY OFFICE | DINUZZO INVESTMENT ADVISORS INC. | DINUZZO INDEX ADVISORS, INC. | DINUZZO FAMILY OFFICE
Contact Information
Main Address
1501 3rd St., Beaver, PA 15009Phone Number
(724) 728-6564# of Employees
19SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,592AUM (Assets Under Management)
$1,177,328,579Similar Advisors
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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.
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Primary Firm SEC Registration
DINUZZO EMERGING WEALTH | PAPI MINDSETCOACH | DINUZZO WEALTH MANAGEMENT | DINUZZO PRIVATE WEALTH, INC. | DINUZZO MIDDLE-MARKET FAMILY OFFICE | DINUZZO INVESTMENT ADVISORS INC. | DINUZZO INDEX ADVISORS, INC. | DINUZZO FAMILY OFFICE
State Registrations and Notice Filings
(4/29/2026)
(6/15/1998)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Jan 1996Series 22 — Direct Participation Programs Representative Examination
Passed Feb 1993About the Series 22 examSeries 39 — Direct Participation Programs Principal Examination
Passed Mar 1993About the Series 39 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick Joseph Dinuzzo's CRS (Customer Relationship Summary).
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JANNEY MONTGOMERY SCOTT LLC
