DA
CFP
DA
CFP

Dominick Ammirato

6 Years of Experience
Blue Bell, PA
Broker

Dominick Ammirato is a CFP-designated registered investment advisor, based in Blue Bell, PA, with 6 years of industry experience.

Location

660 Sentry Parkway, Suite 200, Blue Bell, PA, 19422

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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 Activities

Dominick is a Director at Wealthcare Advisory Partners, LLC dba Long Financial Group, focusing on financial planning, consulting, investments, and strategy, dedicating about a third of his time. He also serves as a board member for Wilkes University Alumni Board and is on the Executive Committee as Next Gen Chair for the Greater West Chester Chamber of Commerce, dedicating minimal time to each.

Employment History
Current Registrations
M. S. Howells & CO.Broker
May 2023 - Present · 3 yrs 2 mos
Wealthcare Advisory Partners LLC
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Orion Portfolio Solutions, LLC
January 2023 - May 2023 · 4 mos
Orion Portfolio Solutions, LLC
January 2022 - January 2023 · 1 yr
Brinker Capital Securities, LLCBroker
July 2021 - May 2023 · 1 yr 10 mos
Brinker Capital Investments, LLC.
July 2021 - December 2021 · 5 mos
Bny Mellon Securities Corporation
February 2020 - June 2021 · 1 yr 4 mos
Bny Mellon Securities CorporationBroker
February 2020 - June 2021 · 1 yr 4 mos
Morgan StanleyBroker
October 2019 - December 2019 · 2 mos
State Registrations10 states
DEMAMDMTNCNJNYPAUTVA
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.
Dominick Ammirato - Financial Advisor | TrueAdvisor