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Co-Managing Director, CEO, President, Director, Chief Investment Officer, Chief Compliance Officer · Dinuzzo Private Wealth, Inc.

Patrick J. Dinuzzo

CRD 2318057 · Named on Form ADV at one SEC-registered adviser

At a glance

Dinuzzo Private Wealth, Inc., an SEC-registered wealth manager based in Beaver, PA with $1.2 billion in regulatory assets, lists Patrick J. Dinuzzo on its Form ADV as Co-Managing Director, CEO, President, Director, Chief Investment Officer, Chief Compliance Officer, a control person.

Firms and roles

  • Dinuzzo Private Wealth, Inc.Co-Managing Director, CEO, President, Director, Chief Investment Officer, Chief Compliance OfficerWealth manager · Beaver, PA · $1.2B in regulatory assets

AtlasMembers

Patrick’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jacob R. PottsChief Operating Officer, Dinuzzo Private Wealth, Inc.
  • Mark S. DinuzzoCo-Managing Director, Executive Vice-President, Risk Management Team Leader, Dinuzzo Private Wealth, Inc.
  • Michael V. DinuzzoCo-Managing Director, Senior Vice President, Risk Management Team Co-Leader, Dinuzzo Private Wealth, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.