DN
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Dominic Necciai
6 Years of Experience
Pittsburgh, PA
Sells Insurance
Dominic Necciai is a registered investment advisor at Prosper Wisely, LLC, based in Pittsburgh, PA, with 6 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Consultation Service: For a fixed fee of $600, you get two hours of consultation, a one-page investment summary with recommendations, and phone/video, text & email support for one year.
One-Time Plan:$600
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Location
Pittsburgh, PA
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dominic is a licensed insurance agent in Pennsylvania.
Employment History
Current Registrations
Prosper Wisely, LLC
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Morgan Stanley
January 2012 - July 2013 · 1 yr 6 mos
PNC Investments
June 2011 - January 2012 · 7 mos
State Registrations1 state
PA
Advisor
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.