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Dinu Tise

Synergist Private Wealth LLC
20 Years of Experience
New Orleans, LA
2 DisclosuresSells Insurance
View SEC Summary
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Dinu Tise is a registered investment advisor at Synergist Private Wealth LLC, based in New Orleans, LA, with 20 years of industry experience. Dinu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.

Synergist Private Wealth LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Synergist Private Wealth does not directly manage client assets. Instead, they recommend third-party managers. The fees for these managers vary depending on the portfolio type:

  • Strategic Portfolios: 1.70% annually (1.00% to the third-party manager, 0.70% to Synergist Private Wealth)
  • Tactical Portfolios: 1.65% annually (1.00% to the third-party manager, 0.65% to Synergist Private Wealth)
  • Allocation & Defined Outcome Portfolios: 1.55% annually (1.00% to the third-party manager, 0.55% to Synergist Private Wealth)
  • Preservation Portfolios: 1.00% annually (0.60% to the third-party manager, 0.40% to Synergist Private Wealth)

A $15 quarterly service fee is also charged. These fees are negotiable.

View Full SEC Brochure

Location

1515 Calliope St., Suite 102, New Orleans, LA, 70130

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History

Regulatory History (2)
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Regulatory
January 2022
Final
Employment Separation After Allegations
November 2019
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Dinu owns Tise Properties, LLC, a real estate company involved in owning, developing, and renting properties, dedicating a few hours per week. Dinu is also an independent insurance agent selling fixed indexed annuities and life insurance, which takes about a quarter of their time.

Employment History
Current Registrations
Synergist Private Wealth LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Gibbs Wealth Management, LLC
October 2024 - March 2025 · 5 mos
Mutual Advisors, LLC
July 2021 - December 2021 · 5 mos
Ameriprise Financial Services, LLCBroker
December 2019 - April 2021 · 1 yr 4 mos
Ameriprise Financial Services, LLC
December 2019 - April 2021 · 1 yr 4 mos
J.P. Morgan Securities LLC
October 2012 - November 2019 · 7 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - November 2019 · 7 yrs 1 mo
Chase Investment Services CORP.Broker
October 2006 - October 2012 · 6 yrs
Chase Investment Services CORP.
October 2006 - October 2012 · 6 yrs
Morgan Stanley
November 2005 - July 2006 · 8 mos
Morgan Stanley Dw INC.Broker
July 2005 - July 2006 · 1 yr
Waddell & Reed, INC.Broker
February 2003 - February 2004 · 1 yr
Waddell & Reed, INC.
November 2002 - February 2004 · 1 yr 3 mos
State Registrations2 states
LATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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