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Dominic Repetti

25 Years of Experience
San Diego, CA
Broker

Dominic Repetti is a registered investment advisor, based in San Diego, CA, with 25 years of industry experience.

Location

12651 High Bluff Drive, Ste 250, San Diego, CA, 92130

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Dominic is a partner/owner of Concurrent Investment Advisors, LLC d/b/a NEXT Retirement Solutions and Concurrent Retirement Solutions. He is also a co-owner and financial advisor for Next Retirement Solutions, dedicating nearly full-time hours to this role, and discusses commercial real estate properties and leases for Santa Barbara Country Club.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2023 - Present · 3 yrs 1 mo
Concurrent Investment Advisors, LLC
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
May 2016 - June 2023 · 7 yrs 1 mo
Wells Fargo Advisors, LLCBroker
January 2008 - June 2016 · 8 yrs 5 mos
Wells Fargo Advisors, LLC
January 2008 - June 2016 · 8 yrs 5 mos
A. G. Edwards & Sons, INC.
March 2001 - January 2008 · 6 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
October 2000 - January 2008 · 7 yrs 3 mos
State Registrations9 states
AZCAILKYMONVPATXWI
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.