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About this Advisor
Peter Dinardo is a certified financial planner who works in Austin, Texas, who has been in the advisory business for 13 years. Dinardo works at Captrust. During their career, Dinardo has held roles at Western New England College, Fidelity Brokerage Services LLC, Veritude, Ups, Captrust Financial Advisors and Capfinancial Securities LLC. Dinardo holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Captrust is a company operating out of Austin, Texas. It has offices in 34 locations and a total of 412 people on staff. It controls $274 billion in total assets across its 16,305 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 74 charitable organizations. Of its 16,305 customer accounts, just 8% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees billed by Captrust can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Captrust Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Peter Dinardo Work History
Peter has 13 years of experience.
Captrust Financial Advisors
Capfinancial Securities LLC
Fidelity Brokerage Services LLC
Western New England College
Western New England College
Peter Dinardo has no disclosures.
Please visit their SEC profile for more details.