GD
CFP
GD
CFP

Gianni Dinello

17 Years of Experience
Pittsburgh, PA
BrokerSells Insurance

Gianni Dinello is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Pittsburgh, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gianni is involved with GVD Borsa, LLC for tax/investment purposes, spends a minimal amount of time on it, and receives non-variable insurance trails, dedicating a few hours per week. He also operates under GVD Financial as a DBA for LPL business, dedicating nearly full-time hours to it.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
July 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
July 2021 - Present · 5 yrs 2 mos
Previous Registrations
Waddell & Reed
March 2013 - July 2021 · 8 yrs 4 mos
Waddell & ReedBroker
January 2013 - July 2021 · 8 yrs 6 mos
Waddell & Reed, INC.
February 2012 - September 2012 · 7 mos
Waddell & Reed, INC.Broker
February 2012 - September 2012 · 7 mos
LPL Financial LLCBroker
May 2010 - September 2011 · 1 yr 4 mos
Waddell & Reed, INC.
January 2008 - May 2010 · 2 yrs 4 mos
Waddell & Reed, INC.Broker
January 2008 - May 2010 · 2 yrs 4 mos
State Registrations16 states
CAFLKYMAMDMONCNYOHPASCTNTXVAVTWV
AdvisorBrokerBoth

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.
Gianni Dinello - Financial Advisor | TrueAdvisor