advisors

James L. DiNardo CLU®, CHFC®, CFP®, MSFS®, Partner Pioneer Financial at Northwestern Mutual – Park Avenue

245 Park Avenue, Suite 1800
New York, NY 10167

james.dinardo@nm.com pioneerfinancial.nm.com 646.459.6366

James L. DiNardo, CLU®, ChFC®, CFP®, MSFS®, began his career in financial planning in 2000. He is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company and a member of Pioneer Financial. Mr. DiNardo is an Insurance Agent with Northwestern Mutual and a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 7, 63 and 66 registrations and his Life, Accident & Health Insurance license. He also holds the CERTIFIED FINANCIAL PLANNER™ professional certification, Chartered Life Underwriter designation and Chartered Financial Consultant designation. Mr. DiNardo graduated from Hamilton College where he earned his Bachelor of Arts in Public Policy. He later received his Masters of Science in Financial Services from The American College in Bryn Mawr, PA. He resides in Larchmont, NY with his wife Mary and their daughter Cadence.

At a Glance

Minimum Net Worth Requirement

$1 million

Compensation Method

Asset-based fees and commissions (investment and insurance products)

Primary Custodian for Investor Assets

Accounts held at Northwestern Mutual Investment Services LLC, an introducing broker-dealer, member FINRA, SIPC. Accounts carried, and all transactions executed, cleared and settled through Pershing, A BNY Mellon Company, member FINRA, NYSE and SIPC.

Financial Services Experience

15 years

Assets Under Management $1+ billion (as of 3/01/2017)
Minimum Fee for Service None
professional services provided
  • Financial planning
  • investment advisory
  • risk management and money management services

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