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Michael Vincent Dinuzzo

Dinuzzo Private Wealth, Inc.

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About Michael Vincent Dinuzzo

Michael Vincent Dinuzzo is a financial advisor with over 10 years of experience in the industry. Michael holds the Series 6, 7, 63 and 65 licenses, and the SIE. Michael is a Certified Financial Planner and a Chartered Financial Consultant. Michael is currently registered with Dinuzzo Private Wealth, Inc., in Pennsylvania and Texas. Dinuzzo Private Wealth, Inc., provides investment advisory services to individuals, businesses, and charitable organizations. The firm manages over $946 million in assets.

Firm Information

Michael 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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Michael Dinuzzo’s Registration & Firm History

PA

10/23/2020 - Present

Dinuzzo Private Wealth, Inc. (BEAVER PA)

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Licenses & Designations

BC

Issued 04/22/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/07/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/01/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Vincent Dinuzzo.
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