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DT

Dinu M. Tise

SYNERGIST PRIVATE WEALTH LLC
New Orleans, LA 70130
Some features on this profile are disabled
CRD#: 4609240
DT

Professional summary

Dinu Marian Tise, who also goes by Dean Tise, Dinu Tise, is a registered financial advisor currently at SYNERGIST PRIVATE WEALTH LLC located in New Orleans, Louisiana.

Dinu is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Dinu has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dean Tise | Dinu Tise

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. Tise Properties, LLC., Start Date: 03/01/2013, 1515 Calliope St., LLC, Real Estate owning, developing and renting, Owner, Manage, rent, hire people to repair it, Not Investment Related, 10 Hours per month, 0 Hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 04/10/2021, 1515 Calliope St., New Orleans, LA 70130, Sole Proprietor, Insurance Agent, Owner/Insurance Agent, Owner/Agent-Sell Fixed Indexed Annity and Life Insurance, Not Investment Related, 40 Hours per month, 2 Hours per day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dinu Marian Tise'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

August 30, 2022 - Present

SYNERGIST PRIVATE WEALTH LLC

Office #1: 1515 Calliope St., Suite 102, New Orleans, LA 70130
RIA
CRD#: 312555
New Orleans, LA
Past

October 8, 2024 - March 27, 2025

GIBBS WEALTH MANAGEMENT, LLC

RIA
CRD#: 281621
New Orleans, LA
Past

July 13, 2021 - December 31, 2021

MUTUAL ADVISORS, LLC

RIA
CRD#: 167658
New Orleans, LA
Past

December 16, 2019 - April 9, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Metairie, LA
Past

December 16, 2019 - April 9, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Metairie, LA
Past

October 1, 2012 - November 26, 2019

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NEW ORLEANS, LA
Past

October 1, 2012 - November 26, 2019

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW ORLEANS, LA
Past

October 10, 2006 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
NEW ORLEANS, LA
Past

October 10, 2006 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW ORLEANS, LA
Past

November 21, 2005 - July 28, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
NEW ORLEANS, LA
Past

July 13, 2005 - July 28, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
NEW ORLEANS, LA
Past

February 6, 2003 - February 2, 2004

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

November 21, 2002 - February 2, 2004

WADDELL & REED

RIA
CRD#: 866
BATON ROUGE, LA

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
(8/30/2022)
IAR
Texas
(5/1/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/19/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 7/26/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/4/2003
General Securities Representative Examination

Current Firm

SP
SYNERGIST PRIVATE WEALTH LLC
SYNERGIST PRIVATE WEALTH | WORLD WIDE GROUP LLC | TISE PROPERTIES LLC | SYNERGIST WEALTH MANAGEMENT | SYNERGIST PRIVATE WEALTH LLC

CRD#: 312555 / SEC#:

Louisiana
Registered Investment Advisory firm - (8/30/2022 Approved)
Texas
Registered Investment Advisory firm - (5/1/2023 Conditional Restricted)
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Contact information

Main Address
1515 Calliope St., Suite 102, New Orleans, LA 70130
Mailing Address
Phone number
(504) 339-7373
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

SYNERGIST PRIVATE WEALTH LLC

CRD#: 312555New Orleans, LA 70130

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