Dino
Giovannone

Mckinley Carter Wealth Services, Inc

CRD#1216080
Investment Advisor
in Wheeling, WV

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About this Advisor

Dino Giovannone is a financial advisor working in Wheeling, West Virginia who has 8 years of relevant experience. Giovannone is currently employed by Mckinley Carter Wealth Services, Inc. Their career trajectory has included roles at Federated Securities Corp, Federated Investors, Inc, Federated Investment Counseling, Mdt Advisers, A Division Of Federated Mdta LLC, Federated Global Investment Management Corp, Edward Jones and Mckinley Carter Wealth Services, Inc. Giovannone has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in West Virginia. Mckinley Carter Wealth Services, Inc is a business based out of Wheeling, WV. The investment advisory business has offices in six locations and a total of 56 employees. It oversees $2 billion in assets under management among its 5,262 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 34 charities and foundations. Of its 5,262 customer accounts, 26% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Mckinley Carter Wealth Services, Inc offers a broad assortment 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 other services. Financial advisory fee schedules typically are based on which service is provided. However, fee types charged by Mckinley Carter Wealth Services, Inc most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2100 Market Street
Wheeling, WV 26003

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Mckinley Carter Wealth Services, Inc Brokerage Details

Total Assets Under Management

$1,904,927,360

WV Average: $493,341,091
Total Number of Employees

56

WV Average: 16
Total Number of Accounts

5,262

WV Average: 1,028
Average Account Size

$362,016

WV Average: $479,904

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Dino Giovannone Work History

Dino has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Mckinley Carter Wealth Services, Inc

2014 - 2015 (1 year)

Edward Jones

2011 - 2013 (2 years)

Mdt Advisers, A Division Of Federated Mdta LLC

2011 - 2013 (2 years)

Federated Global Investment Management Corp

2005 - 2013 (8 years)

Federated Investment Counseling

2000 - 2013 (13 years)

Federated Securities Corp

2000 - 2013 (13 years)

Federated Investors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dino Giovannone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mckinley Carter Wealth Services, Inc

Kameron Smith
Wheeling, WV
John Williams
Wheeling, WV
David Wilcox
Charleston, WV
Jarrett Fair
Wheeling, WV
James O'Brien
Wheeling, WV
Jeffrey Stenhouse
Charleston, WV
Arthur Crimmins
Wheeling, WV
Teresa Shawver
Wheeling, WV

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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