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Carl Joseph Hartman

Dinuzzo Private Wealth, Inc.

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About Carl Joseph Hartman

Carl Joseph Hartman is a financial professional with over 25 years of experience in the industry. Carl is currently registered with Dinuzzo Private Wealth, Inc. as an Investment Advisor Representative. Carl has worked for several firms during his career, including Charles Schwab & Co., Inc., Elishi & Elishi Brokerage and Research Co., and Waddell & Reed, Inc.. Carl holds the Series 6, 7 and 63 licenses and is also a Chartered Financial Consultant. Carl specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Carl Hartman is currently registered with Dinuzzo Private Wealth, Inc.. Dinuzzo Private Wealth, Inc. is an investment advisor registered with the SEC and located in Beaver, PA. The firm manages $946,475,627 in total assets, with $946,475,627 under discretionary management. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Dinuzzo Private Wealth, Inc.

1501 3RD ST.

BEAVER, PA 15009

$946.48M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carl Hartman’s Registration & Firm History

PA

10/25/2022 - Present

Dinuzzo Private Wealth, Inc. (BEAVER PA)

PA

07/08/2005 - 03/16/2007

CHARLES SCHWAB & CO., INC. (PITTSBURGH PA)

TX

11/15/1996 - 06/30/2005

ELISH & ELISH BROKERAGE AND RESEARCH CO. (FORT WORTH TX)

KS

09/27/1995 - 10/08/1996

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 07/03/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/1997

Series 7 - General Securities Representative Examination

BC

Issued 09/26/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl Joseph Hartman.
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