Leslie Dawn Wolford
Investment adviser representative at Dinuzzo Private Wealth, Inc.
10 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$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
10 years in the industry.
- Beaconsfield Financial Services Inc.May 2025 to now
- Dinuzzo Private Wealth, Inc.Jun 2016 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (MD, 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
- 6729858
- Firm CRD
- 112778