RD
RD

Rachel Dominessy

14 Years of Experience
Ashtabula, OH
Broker

Rachel Dominessy is a registered investment advisor at Wells Fargo Advisors, based in Ashtabula, OH, with 14 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3705 State Road Suite 100, [Satellite], Ashtabula, OH, 44004

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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
Wells Fargo Advisors
April 2025 - Present · 1 yr 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2025 - Present · 1 yr 3 mos
Previous Registrations
Wells Fargo Advisors
April 2024 - April 2025 · 1 yr
Wells Fargo Clearing Services, LLCBroker
August 2022 - April 2025 · 2 yrs 8 mos
Fidelity Brokerage Services LLCBroker
April 2022 - July 2022 · 3 mos
Royal Alliance Associates, INC.Broker
May 2017 - March 2022 · 4 yrs 10 mos
Proequities, INC.Broker
January 2015 - April 2016 · 1 yr 3 mos
Lincoln InvestmentBroker
March 2013 - September 2014 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
March 2010 - January 2013 · 2 yrs 10 mos
State Registrations34 states
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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.
Rachel Dominessy - Financial Advisor | TrueAdvisor