Anthony P. Dinatale

BAVARIAN WEALTH MANAGEMENT

NEW ORLEANS, LA 70130

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CRD#: 3238955

Professional summary

Anthony Phillip Dinatale is a registered financial advisor currently at BAVARIAN WEALTH MANAGEMENT, INC. located in New Orleans, Louisiana.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Anthony has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 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.

1. BAVARIAN WEALTH MANAGEMENT, INC., 650 POYDRAS ST., STE 1655, NO LA, FINANCIAL SERVICES, PRESIDENT, COMPENSATED FOR FIXED INS SALES, DUTIES - MANAGE COMPANY AS CHIEF OFFICER, 10/01/04, COMPENSATED - COMMISSION, INTEREST IN COMPANY 100%, 20-25 HRS PER WEEK. 2. BAVARIAN PROFESSIONAL TAX SERVICE, PRESIDENT AND CEO, 10/2012 TO PRESENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Phillip Dinatale'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®

None

Experience

Current

January 30, 2008 - Present

BAVARIAN WEALTH MANAGEMENT, INC.

Office #1: 650 Poydras Street Suite 1906, New Orleans, LA 70130

RIA

CRD#: 135035

NEW ORLEANS, LA

Past

October 18, 2007 - December 31, 2007

BAVARIAN WEALTH MANAGEMENT, INC.

RIA

CRD#: 135035

NEW ORLEANS, LA

Past

December 1, 2005 - June 17, 2011

FSC SECURITIES CORPORATION

CRD#: 7461

NEW ORLEANS, LA

Past

May 18, 2004 - April 1, 2005

PAN-AMERICAN INVESTMENT ADVISERS, INC.

RIA

CRD#: 111107

NEW ORLEANS, LA

Past

November 15, 2000 - November 30, 2005

PAN-AMERICAN FINANCIAL ADVISERS

CRD#: 15578

NEW ORLEANS, LA

Past

October 12, 2000 - November 16, 2000

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

July 20, 1999 - September 26, 2000

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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

Louisiana
(4/9/2008)

IAR

Texas
(5/12/2010)

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 65

Date: 10/4/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/26/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/19/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/4/2003

General Securities Principal Examination

Current Firm

BAVARIAN WEALTH MANAGEMENT, INC.

BAVARIAN WEALTH MANAGEMENT | BAVARIAN WEALTH MANAGEMENT, INC.

CRD#: 135035 / SEC#:

Louisiana

Registered Investment Advisory firm - (4/7/2008 Approved)

Texas

Registered Investment Advisory firm - (1/30/2008 Approved)

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Contact information

Main Address

650 Poydras Street Suite 1906, New Orleans, LA 70130

Mailing Address

Phone number

(504) 299-3370

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	229
AUM (Assets Under Management)	$ 20,079,986

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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Anthony P. Dinatale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Phillip Dinatale's CRS (Customer Relationship Summary).

Certified licenses

Experience

BAVARIAN WEALTH MANAGEMENT, INC.

FSC SECURITIES CORPORATION

PAN-AMERICAN INVESTMENT ADVISERS, INC.

PAN-AMERICAN FINANCIAL ADVISERS

AMERIPRISE ADVISOR SERVICES, INC.

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/4/2013

Series 63

Date: 7/26/1999

Series 7

Date: 7/19/1999

Series 24

Date: 2/4/2003

Current Firm

BAVARIAN WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BAVARIAN WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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