Dustin Carl Rinaldi
Investment adviser representative at Rinaldi Wealth Management, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$243.2MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Rinaldi Foundation for Financial EducationJan 2024 to now
- Rinaldi Wealth Management, Inc.Jan 2017 to now
- Ifp Securities, LLCMay 2019 to Jan 2022
- Independent Financial PartnersMay 2014 to Jan 2022
- LPL Financial, LLCMay 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Rinaldi Wealth Management, Inc.
$243.2MAssets managed
363Clients
3Advisers
4 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
- 5006872
- Firm CRD
- 311583