Carl Joseph Hartman
Investment adviser representative at Dinuzzo Private Wealth, Inc.
19 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Dinuzzo Private Wealth, Inc.Jul 2007 to now
- Dinuzzo Index Advisors, Inc.Mar 2007 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Dinuzzo Private Wealth, Inc.
$1.2BAssets managed
796Clients
8Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2663816
- Firm CRD
- 112778