DD
CFP
DD
CFP

Dominick Lawrence Deangelis

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
40 advisors
Number of Clients
8,955 clients
Average Client Portfolio
$220K average
Assets Under Management
$2.0B

Fee Structure

Financial Planning:Investment management only
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Location

18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255

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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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Other Business ActivitiesSells Insurance

Dominick sells fixed-indexed annuities related to his employment at Trajan Wealth. This activity will comprise about 10-20% of his time.

Employment History
Current Registrations
Trajan Wealth, L.L.C.
October 2024 - Present · 1 yr 4 mos
Previous Registrations
First Advisors National, LLC
March 2024 - June 2024 · 3 mos
U.S. Bancorp Advisors, LLC
February 2023 - March 2024 · 1 yr 1 mo
U.S. Bancorp Advisors, LLCBroker
February 2023 - March 2024 · 1 yr 1 mo
Versant Capital Management, INC.
September 2022 - November 2022 · 2 mos
Unionbanc Investment Services, LLC
November 2021 - September 2022 · 10 mos
Unionbanc Investment Services, LLCBroker
September 2021 - September 2022 · 1 yr
Charles Schwab & CO., INC.
January 2021 - June 2021 · 5 mos
Charles Schwab & CO., INC.Broker
January 2020 - June 2021 · 1 yr 5 mos
Northwestern Mutual Investment Services, LLCBroker
September 2018 - July 2019 · 10 mos
Learnvest Planning Services, LLC
April 2015 - June 2018 · 3 yrs 2 mos
Vanguard Marketing CorporationBroker
April 2011 - March 2015 · 3 yrs 11 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Dominick Lawrence Deangelis - Financial Advisor | TrueAdvisor