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Domenic Rizzi

38 Years of Experience
Palm Beach Gardens, FL
BrokerSells Insurance

Domenic Rizzi is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 38 years of industry experience. Domenic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
506 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K

GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.

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Location

11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764

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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

Domenic is an insurance agent with Reliant Financial, selling insurance and fixed annuities from various companies. He also dedicates minimal time to board member positions for Catholic Radio and Daughters of May, providing guidance on financial matters.

Employment History
Current Registrations
Gwn Securities INC.Broker
April 2010 - Present · 16 yrs 1 mo
Gwn Securities INC.
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Lincoln Investment Planning, INC
January 2000 - April 2010 · 10 yrs 3 mos
Lincoln InvestmentBroker
January 1995 - April 2010 · 15 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
May 1990 - January 1995 · 4 yrs 8 mos
Metlife Securities INC.Broker
April 1990 - January 1995 · 4 yrs 9 mos
Ur Financial, INC.Broker
November 1989 - April 1990 · 5 mos
W. S. Griffith & CO., INC.Broker
April 1988 - November 1989 · 1 yr 7 mos
Cigna Securities, INC.Broker
March 1987 - October 1987 · 7 mos
State Registrations18 states
ARAZCACOFLIAKSMIMNMONENMOHORSCTNWAWI
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.