Peter
Dinardo

Captrust

CRD#5781277
Investment Advisor
in Austin, TX
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

3600 N. Capital Of Texas Hwy Building B, Suite 150
Austin, TX 78746

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Captrust Brokerage Details

Total Assets Under Management

$273,979,441,749

TX Average: $3,625,019,099
Total Number of Employees

412

TX Average: 22
Total Number of Accounts

16,305

TX Average: 1,917
Average Account Size

$16,803,400

TX Average: $1,890,985

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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.

2018 - Present (1 years)

Captrust Financial Advisors

2018 - Present (1 years)

Capfinancial Securities LLC

2010 - 2018 (8 years)

Fidelity Brokerage Services LLC

2009 - 2010 (1 years)

Veritude

2006 - 2009 (3 years)

Western New England College

2005 - 2009 (4 years)

Western New England College

2005 - 2008 (3 years)

Ups

Disclosures

Peter Dinardo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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