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MD

Michelle M. Dinardo

SCULATI WEALTH MANAGEMENT
Bloomfield Hills, MI 48301
Some features on this profile are disabled
CRD#: 5758880
MD

Professional summary


Michelle M Dinardo, who also goes by Michelle M Di Nardo, is a registered financial advisor currently at SCULATI WEALTH MANAGEMENT, LLC located in Bloomfield Hills, Michigan.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michelle has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michelle M Di Nardo

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michelle M Dinardo'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

January 18, 2023 - Present

SCULATI WEALTH MANAGEMENT, LLC

Office #1: 7457 Franklin Road, Suite 222, Bloomfield Hills, MI 48301
RIA
CRD#: 158783
Bloomfield Hills, MI
Past

October 8, 2010 - November 16, 2021

GPM GROWTH INVESTORS, INC.

RIA
CRD#: 107645
FARMINGTON HILLS, MI

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".
SW
SCULATI WEALTH MANAGEMENT, LLC
LONE PINE WEALTH MANAGEMENT, LLC | SCULATI, DAVID JOHN | SCULATI WEALTH MANAGEMENT, LLC | LONE PINE WEALTH MANAGMENT, LLC

CRD#: 158783 / SEC#: 801-112320

RIA
Registered Investment Advisory firm - (1/22/2018 Approved)
California
Registered Investment Advisory firm - (2/22/2018 Terminated)
Louisiana
Registered Investment Advisory firm - (1/23/2018 Terminated)
Michigan
Registered Investment Advisory firm - (1/26/2018 Terminated)
Ohio
Registered Investment Advisory firm - (1/29/2018 Terminated)
Texas
Registered Investment Advisory firm - (1/23/2018 Terminated)

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
Michigan
(1/18/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/30/2010
Uniform Investment Adviser Law Examination

Current Firm


SW
SCULATI WEALTH MANAGEMENT, LLC
LONE PINE WEALTH MANAGEMENT, LLC | SCULATI, DAVID JOHN | SCULATI WEALTH MANAGEMENT, LLC | LONE PINE WEALTH MANAGMENT, LLC

CRD#: 158783 / SEC#: 801-112320

RIA
Registered Investment Advisory firm - (1/22/2018 Approved)
California
Registered Investment Advisory firm - (2/22/2018 Terminated)
Louisiana
Registered Investment Advisory firm - (1/23/2018 Terminated)
Michigan
Registered Investment Advisory firm - (1/26/2018 Terminated)
Ohio
Registered Investment Advisory firm - (1/29/2018 Terminated)
Texas
Registered Investment Advisory firm - (1/23/2018 Terminated)
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Contact information


Main Address
7457 Franklin Road, Suite 222, Bloomfield Hills, MI 48301
Mailing Address
Phone number
(248) 325-9947
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A SEC REGISTRATION (4/1/2025)

Regulatory assets under management


Total Number of Accounts962
AUM (Assets Under Management)$ 347,231,078

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


SCULATI WEALTH MANAGEMENT, LLC

CRD#: 158783Bloomfield Hills, MI 48301

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