Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Patsy Esposito, financial advisor Beaver PA
93 score

Patsy Esposito

CRD Number: 5502862
Current Firm: Dinuzzo Index Advisors, Inc.

Patsy Esposito (CRD# 5502862) is an Investment Advisor Representative working at Dinuzzo Index Advisors, Inc. in Beaver, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Dinuzzo Investment Advisors, Inc. Beaver, PA Apr 2009 - Current 7
Esposito Realty, LLC Beaver, PA Mar 2002 - Current 14
Patsy Esposito, Inc. Beaver, PA May 1996 - Current 20
Dinuzzo Investment Advisors, Inc. Beaver, PA Apr 2007 - Apr 2009 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Patsy Esposito
Phone Number: 724-728-6564
Firm Website:
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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