Mark Samuel Dinuzzo

Employer firm

Dinuzzo Private Wealth, Inc. CRD 112778

$1.18B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1997 → Present
  Dinuzzo Private Wealth, Inc.
  Beaver, PA
• 01/2009 → Present
  Beaconsfield Financial Services Inc.
  Canonsburg, PA

Other Businesses

DINUZZO Private Wealth Inc., INVESTMENT RELATED, 1501 THIRD STREET BEAVER, PA 15009, RIA, SENIOR VICE PRESIDENT, 12/1997, 160/MONTH, 120DURING TRADING, FINANCIAL PLANNING

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-19
• S65 Uniform Investment Adviser Law Examination
  1998-05-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant