Dominick Trapasso is a registered investment advisor at New Edge Wealth, based in Sarasota, FL, with 19 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,790 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Wealth offers investment advisory services with fees charged in a few ways:
- Fixed Annual Fee: A negotiated fixed fee based on the scope and complexity of the engagement.
- Flat Asset-Based Fee: A single fee rate applied to all assets in the account, negotiated based on the scope and complexity.
- Tiered Rate Fee Schedule: Different fee rates applied to portions of the portfolio based on breakpoints, resulting in a blended fee. Fee rates are not specified in this document.
Clients may also be subject to a minimum annual fee, as outlined in their service summary. Clients can choose to pay an "unbundled" fee or a single "wrap" fee.
Location
6177 Lungo Lago Drive, Sarasota, FL, 34241
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Regulatory History
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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Dominick is a registered representative with Summit Trail Securities, LLC and a principal with Summit Trail Advisors. He spends about 10-20% of his time at Summit Trail Securities and nearly full-time at Summit Trail Advisors.
Employment History
Current Registrations
New Edge Wealth
Newedge Securities, LLCBroker
Newedge Securities, LLC
Previous Registrations
Summit Trail Securities, LLCBroker
Summit Trail Advisors, LLC
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Securities (USA) LLC
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations10 states
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.