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Patrick J. Dinuzzo
DINUZZO PRIVATE WEALTH
Beaver, PA 15009
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CRD#: 2318057
PD
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.
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: DiNuzzo Tax Consulting, LLC; Investment Related: No; Address of Other Business:1505 Third Street, Beaver, PA 15009; Nature of Other Business: Accounting Firm; Position/Title: Principal Owner; Start date of relationship:September 9, 2011; Approximate hours/month devoted to other business: 4; Approximate hours/month devoted to other business during security trading hours: 0 Duties: Certified Public Accountant - Strategic Oversight
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Joseph Dinuzzo's 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®
NoneExperience
Current
June 15, 1998 - Present
DINUZZO PRIVATE WEALTH, INC.
Office #1: 1501 3rd St., Beaver, PA 15009RIA
CRD#: 112778
Beaver, PA
Past
February 22, 1993 - February 15, 1994
PERR REALTY INVESTORS, INC.
BD
CRD#: 25874
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".
DP
DINUZZO PRIVATE WEALTH, INC.
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
CRD#: 112778 / SEC#: 801-57384
RIA
Registered Investment Advisory firm - (4/7/2000 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
Pennsylvania(6/15/1998)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 1/4/1996
Non-Member General Securities ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Current Firm
DP
DINUZZO PRIVATE WEALTH, INC.
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
CRD#: 112778 / SEC#: 801-57384
RIA
Registered Investment Advisory firm - (4/7/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1501 3rd St., Beaver, PA 15009
Mailing Address
Phone number
(724) 728-6564
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,545 |
| AUM (Assets Under Management) | $ 1,012,887,070 |
Red Flags
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Company Information
DINUZZO PRIVATE WEALTH, INC.
CRD#: 112778Beaver, PA 15009TRUST BUT VERIFY
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