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Mark Samuel Dinuzzo

Dinuzzo Private Wealth, Inc.

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About Mark Samuel Dinuzzo

Mark Samuel Dinuzzo is a financial advisor with over 25 years of experience in the industry. Mark is registered with the state of Pennsylvania as an investment advisor representative and is also a registered representative in Texas. Mark is affiliated with Dinuzzo Private Wealth, Inc., a registered investment advisor based in Beaver, Pennsylvania. Mark specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, and charitable organizations. Mark holds a Series 6, Series 7, Series 63, and Series 65 licenses. Mark also holds the designations of Certified Financial Planner and Chartered Financial Consultant.

Firm Information

Mark Dinuzzo 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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Mark Dinuzzo’s Registration & Firm History

PA

10/03/2023 - Present

Dinuzzo Private Wealth, Inc. (BEAVER PA)

CT

12/17/1999 - 07/22/2002

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 01/19/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/22/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/03/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Samuel Dinuzzo.
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