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CFP
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CFP

Gianni Dinello

LPL Financial LLC
17 Years of Experience
Pittsburgh, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gianni Dinello is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 17 years of industry experience. Gianni is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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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 LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLC
July 2021 - Present · 5 yrs 3 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.
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