Medium_1554_290620061657081
Registry Member Since 2006

PJ DiNuzzo

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Paladin Quality Rating: 5 Stars

My Philosophy My Disclosures

About Me

Type of Organization
  • Member Firm or Team
Name of RIA
  • DiNuzzo Index Advisors, Inc.
Relationship to RIA
  • Owner
Broker/Dealer Name
  • No
Years of Experience
  • 23 Years
Certifications & Designations
College Degrees
  • BSBA
  • MST (Master of Science Taxation)
  • MBA
Association Memberships
  • Financial Planning Association
  • Estate Planning Council of Pittsburgh
  • American Institute of CPA\'s
Registrations & Licenses
  • RIA/IAR Registration
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
  • Available Upon Request
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None
Social Connections

About My Business

Location
  • 555 Grant Street
    Suite 327
    Pittsburgh, Pennsylvania, 15219
Telephone
  • 724.728.6564
Website
Number of Clients
  • Available Upon Request
Amount of Assets
  • Available Upon Request
Minimum Asset Requirement
  • $500,000
Types of Fees
  • Did Not Answer
Types of Commission
  • Did Not Answer
Advice & Services for Fees
  • Planning
  • Investment
Types of Clients
  • Individuals
  • Pension
  • Foundations
  • Businesses
Limited Engagement Services
  • Financial Plan Reviews
Investment Decision-Making
  • Did Not Answer
Primary Custodian(s)
  • Charles Schwab & Co
  • TD Ameritrade
  • Fidelity Investments
Types of Reports (Frequency)
  • Did Not Answer

I certify the information in this research report is accurate and current.

Advisor Name: PJ DiNuzzo
Most Recent Update: Apr 16, 2014

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