Dominick J. Trimarchi
Professional summary
Dominick Joseph Trimarchi is a registered financial advisor currently at TRIMARC WEALTH MANAGEMENT LLC located in Saratoga, New York.
Dominick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Dominick has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dominick Joseph Trimarchi's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2012 - Present
TRIMARC WEALTH MANAGEMENT LLC
December 9, 2010 - March 30, 2012
LEERINK PARTNERS LLC
August 30, 1995 - December 7, 2006
GOLDMAN SACHS WEALTH SERVICES, L.P.
December 9, 1994 - December 7, 2006
MERCER ALLIED COMPANY, L.P.
February 17, 1989 - December 9, 1994
MERCER ALLIED CORPORATION
December 23, 1986 - December 9, 1994
MERCER ALLIED CORPORATION
Primary Firm SEC Registration
TRIMARC WEALTH MANAGEMENT LLC
CRD#: 163336 / SEC#: 801-75381
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/1/2012)
Exams
Current Firm
TRIMARC WEALTH MANAGEMENT LLC
CRD#: 163336 / SEC#: 801-75381
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 240,870,875 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/28/2025 | ||
| 02/28/2024 | ||
| 01/26/2023 |
Red Flags
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