Unclaimed Profile

Dustin Carl Rinaldi

RINALDI WEALTH MANAGEMENT, INC.·BONITA SPRINGS, Florida

SIE, Series 7, Series 63, Series 65CFPClean record18 years registeredRINALDI WEALTH MANAGEMENT, INC.

24311 WALDEN CENTER DRIVE, BONITA SPRINGS, FL 34134CRD# 5006872Firm CRD# 311583

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dustin Carl Rinaldi · BONITA SPRINGS, FL

Registration

CRD #5006872 · RINALDI WEALTH MANAGEMENT, INC. · 18 years registered

Brand Profile

Not yet started

Career History

RINALDI WEALTH MANAGEMENT, INC.

Nov 2021 – present

LPL FINANCIAL LLC

Jul 2016 – Sep 2018

BONITA SPRINGS, FL

INDEPENDENT FINANCIAL PARTNERS

May 2014 – Jan 2022

Bonita Springs, FL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2011 – May 2014

BONITA SPRINGS, FL

CICCARELLI ADVISORY SERVICES INC

Jun 2008 – Nov 2011

BONITA SPRINGS, FL

FSC SECURITIES CORPORATION

Sep 2007 – Sep 2011

BONITA SPRINGS, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 13, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RINALDI WEALTH MANAGEMENT, INC.

CRD 311583 · SEC 801-122703

AUM

$163M

Regulatory assets under management

Employees

917 client accounts

Services offered by RINALDI WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RINALDI WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Dustin Carl Rinaldi offer?

Dustin Carl Rinaldi specializes in Financial Planning, Investment Management. Contact their office in BONITA SPRINGS, Florida for a consultation.

What are Dustin Carl Rinaldi's credentials?

Dustin Carl Rinaldi holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dustin Carl Rinaldi located?

Dustin Carl Rinaldi is based in BONITA SPRINGS, Florida, working with RINALDI WEALTH MANAGEMENT, INC.. Their office serves clients in the BONITA SPRINGS metropolitan area and surrounding communities.

How does Dustin Carl Rinaldi charge for services?

Dustin Carl Rinaldi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RINALDI WEALTH MANAGEMENT, INC.?

RINALDI WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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