PJ DiNuzzo

Credentials: CPA, PFS

555 Grant Street
Suite 327
Pittsburgh, Pennsylvania, 15219
Telephone: 724.728.6564
Medium_1554_290620061657081
Registry Member Since 2006

Business Philosophy

Our team provides peace of mind to you and your loved ones through personal attention and financial expertise. We chart your course first by identifying and analyzing your goals and then forming a customized plan around them. The "attention" is provided by one of our principals(not an associate or junior advisor) who serve as your personal direct contact staying in regular communication with you, while the "financial expertise" is delivered through our institutional portfolio management system and resulting track record. We have found that our clients benefit the most from the best thinking of our entire team versus the best thinking of one individual.

1. What are your firm names?
  • Registered Investment Advisor

    DiNuzzo Index Advisors, Inc.

2. How is your RIA registered?
  • SEC
3. What type of practice do you have?
  • Member Firm or Team
4. What is your relationship to your RIA?
  • Owner
5. What are your years of financial services experience?
  • 23 Years
6. Do you have one or more degrees from an accredited college or university?
School
Degree
Geneva College
BSBA
Robert Morris University
MST (Master of Science Taxation)
University of Pittsburgh
MBA
7. Are you a current member of one or more financial service industry associations?
  • Financial Planning Association
  • Estate Planning Council of Pittsburgh
  • American Institute of CPA\'s
8. What are your license and registration numbers?
9. What are your current registrations and licenses?
  • No Active Security Licenses
10. Do you acknowledge you are a fiduciary when you provide financial advice and services for fees?
  • Yes
11. In what states are you licensed or registered to sell investment services and products for fees or commissions?
  • Did Not Answer
12. In what states are you licensed to sell insurance products for commissions?
  • Did Not Answer
13. In the past five years, do you have any disclosures on your investment or insurance compliance records?
  • Investment Disclosures: No
  • Insurance Disclosures: No
14. Since you became an adult, do you have any criminal disclosures (misdemeanors/felonies)?
  • No
15. My ADV Part II is:
  • Available Upon Request
16. Do you have any additional disclosures?
  • Did Not Answer
  • 17. What are your methods of compensation?
    • Did Not Answer
    18. Will you work with clients over the telephone and Internet?
    • Did Not Answer
    19. What types of reports do you provide your clients and what is the frequency?
    • Did Not Answer
    20. Will you meet with prospective clients at their locations?
    • Yes
    21. Do you make investment decisions for your clients without their approval in advance?
    • Did Not Answer
    22. Scope of Business: What is your current number of clients (not accounts)?
    • None
    23. Scope of Business: What are your current assets under management or advisement? (Compensation is fees)
    • None
    24. Do you have a minimum fee requirement?
    • Did Not Answer
    25. Do you have a minimum asset requirement?
    • $500,000
    26. Do you speak any additional languages fluently?
    • None
    27. Do you provide any limited engagement services?
    • Financial Plan Reviews
    28. Which categories of financial services do you provide for fees? Another professional (CPA, estate attorney) may provide one or more of these services.
    • Planning
    • Investment
    29. Do you sell investment or insurance products for commissions?
    • No
    30. What types of clients do you work with?
    • Individuals
    • Pension
    • Foundations
    • Businesses
    31. Which custodian(s) take physical possession of your clients' assets? If applicable, name the top three in order of importance
    • Charles Schwab & Co
    • TD Ameritrade
    • Fidelity Investments

    Certification

    I certify all of the information in my professional profile is accurate and up-to-date.
    Advisor Name: PJ DiNuzzo
    Most Recent Update: Apr 16, 2014