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Michael Vincent Dinuzzo

Investment adviser representative at Dinuzzo Private Wealth, Inc.
16 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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

16 years in the industry.

  1. Beaconfield Financial ServicesMar 2011 to now
  2. Dinuzzo Private Wealth, Inc.Oct 2010 to now

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2010
  • Series 63 · Uniform Securities Agent State Law2011

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
5753540
Firm CRD
112778
Advisor's SEC record (opens in a new tab)
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