Unclaimed Profile

Carl Joseph Hartman

DINUZZO PRIVATE WEALTH, INC.·BEAVER, Pennsylvania

Series 6, Series 7, Series 63, Series 65Clean record19 years registeredDINUZZO PRIVATE WEALTH, INC.

1501 3RD ST., BEAVER, PA 15009CRD# 2663816Firm CRD# 112778

Profile Verification

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

Identity

Carl Joseph Hartman · BEAVER, PA

Registration

CRD #2663816 · DINUZZO PRIVATE WEALTH, INC. · 19 years registered

Brand Profile

Not yet started

Career History

DINUZZO PRIVATE WEALTH, INC.

Jul 2007 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 5, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DINUZZO PRIVATE WEALTH, INC.

CRD 112778 · SEC 801-57384

AUM

$946M

Regulatory assets under management

Employees

2,549 client accounts

Services offered by DINUZZO PRIVATE WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DINUZZO PRIVATE WEALTH, INC. →

Introduction

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Frequently Asked Questions

What services does Carl Joseph Hartman offer?

Carl Joseph Hartman specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BEAVER, Pennsylvania for a consultation.

What are Carl Joseph Hartman's credentials?

Carl Joseph Hartman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carl Joseph Hartman located?

Carl Joseph Hartman is based in BEAVER, Pennsylvania, working with DINUZZO PRIVATE WEALTH, INC.. Their office serves clients in the BEAVER metropolitan area and surrounding communities.

How does Carl Joseph Hartman charge for services?

Carl Joseph Hartman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DINUZZO PRIVATE WEALTH, INC.?

DINUZZO PRIVATE WEALTH, INC. has approximately 20 employees and manages $946M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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