DM
DM

Dominic Milito

25 Years of Experience
New York, NY
Broker

Dominic Milito is a registered investment advisor at TD Private Client Wealth LLC, based in New York, NY, with 25 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25,685 clients with $8.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
449 advisors
Number of Clients
25,685 clients
Average Client Portfolio
$321K average
Assets Under Management
$8.3B

Fee Structure

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

TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.

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Location

1 Vanderbilt Avenue, 23rd Floor, New York, NY, 10017

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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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Employment History
Current Registrations
TD Private Client Wealth LLC
February 2019 - Present · 7 yrs 5 mos
TD Private Client Wealth LLCBroker
January 2019 - Present · 7 yrs 6 mos
TD Private Client Wealth LLC
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
TD Private Client Wealth LLC
July 2016 - July 2017 · 1 yr
TD Private Client Wealth LLCBroker
July 2016 - July 2017 · 1 yr
LPL Financial LLCBroker
February 2012 - June 2016 · 4 yrs 4 mos
LPL Financial LLC
February 2012 - June 2016 · 4 yrs 4 mos
Chase Investment Services CORP.
July 2010 - October 2011 · 1 yr 3 mos
Chase Investment Services CORP.Broker
July 2010 - October 2011 · 1 yr 3 mos
Capital One Investment Services LLCBroker
June 2007 - July 2010 · 3 yrs 1 mo
Capital One Financial Advisors LLC
June 2007 - July 2010 · 3 yrs 1 mo
Ifmg Securities, INC.Broker
July 2005 - June 2007 · 1 yr 11 mos
Nfb Investment Services CORP.Broker
January 2005 - July 2005 · 6 mos
North Fork Financial Advisors LLC
January 2004 - July 2005 · 1 yr 6 mos
Essex National Securities, INC.
January 2004 - January 2004 · 0 mos
Greenpoint Securities LLCBroker
January 2004 - January 2005 · 1 yr
Essex National Securities, INC.Broker
July 2001 - January 2004 · 2 yrs 6 mos
Chase Investment Services CORP.Broker
May 2001 - July 2001 · 2 mos
Fleet Enterprises, INC.Broker
March 1999 - July 2000 · 1 yr 4 mos
Robert Thomas Securities, INCBroker
March 1998 - November 1998 · 8 mos
RBC Dominion Securities CorporationBroker
January 1998 - January 1998 · 0 mos
Duke & CO., INC.Broker
January 1997 - March 1997 · 2 mos
Continental Broker-Dealer CORP.Broker
November 1996 - January 1997 · 2 mos
State Registrations2 states
NJNY
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.
Dominic Milito - Financial Advisor | TrueAdvisor