DL
DL

Dominick Leuzzi

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

119 W Wayne Ave, Wayne, PA, 19087

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Dominick is associated with Alera Group, The Ascent Group, and Walsh & Nicholson Financial Group, working as an investment advisor and financial advisor. He also owns multiple rental properties and is an insurance agent recommending fixed insurance products, dedicating a few hours per week to this.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
The Ascent Group, LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Triad Advisors LLCBroker
February 2023 - August 2024 · 1 yr 6 mos
Ameritas Advisory Services, LLC
August 2022 - August 2022 · 0 mos
Ameritas Investment Company, LLCBroker
July 2022 - January 2023 · 6 mos
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.