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Peter D Dinardo

Captrust

Austin, TX

CRD 5781277

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Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-03-27
  • TX RA
    APPROVED
    Since 2018-03-27

Branch Locations

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Merrimack NH 04/2010 01/2018
Capfinancial Securities Llc Raleigh NC 01/2018 11/2025
Capfinancial Partners Llc (Captrust) Raleigh NC 01/2018 Present
  • 04/2010 → 01/2018
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 01/2018 → 11/2025
    Capfinancial Securities Llc
    Raleigh, NC
  • 01/2018 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-21
S63 Uniform Securities Agent State Law Examination 2010-07-02
  • S65 Uniform Investment Adviser Law Examination
    2012-05-21
  • S63 Uniform Securities Agent State Law Examination
    2010-07-02
Designations
  • Certified Financial Planner
Other Names
  • Peter D Dinardo
  • Pete Dinardo
  • Peter David Dinardo

View on SEC IAPD

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