Dominique Israel

STRATEGIC ADVISERS LLC | Financial Consultant

WEST ORANGE, NJ

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CRD#: 2428913

Professional summary

Dominique Israel, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in West Orange, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Paramus, New Jersey.

Dominique is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Dominique has worked at 14 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.

Biography

As a Certified Financial Planner with over 25 years of experience, I partner with my clients to help them develop and implement plans that identify their passions and incorporate them into their overall objectives.  My goal is to provide holistic planning that  will result in financial wellness.

Question & Answer

What are your service offerings?

Divorce Planning

Retirement Planning

Insurance Planning

Investment Planning

Long-term Care

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dominique Israel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Education

Rutgers University

Bachelor of Arts (BA) - Sociology

2014

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 396 North Route 17, Paramus, NJ 07652-2907

RIA

CRD#: 104555

WEST ORANGE, NJ

Current

August 12, 2020 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 396 North Route 17, Paramus, NJ 07652

CRD#: 7784

PARAMUS, NJ

Past

September 29, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

PARAMUS, NJ

Past

May 2, 2013 - August 4, 2020

M&T SECURITIES, INC.

RIA

CRD#: 17358

PARAMUS, NJ

Past

May 2, 2013 - August 4, 2020

M&T SECURITIES, INC.

CRD#: 17358

PARAMUS, NJ

Past

November 8, 2012 - April 29, 2013

HSBC SECURITIES (USA) INC.

RIA

CRD#: 19585

NEW YORK, NY

Past

November 8, 2012 - April 29, 2013

HSBC SECURITIES (USA) INC.

CRD#: 19585

NEW YORK, NY

Past

August 25, 2009 - October 18, 2012

CAPITAL ONE FINANCIAL ADVISORS LLC

RIA

CRD#: 127236

MELVILLE, NY

Past

December 19, 2007 - October 18, 2012

CAPITAL ONE INVESTMENT SERVICES LLC

CRD#: 25658

JERSEY CITY, NJ

Past

September 11, 2006 - January 10, 2008

IFMG SECURITIES, INC.

CRD#: 14416

STATEN ISLAND, NY

Past

June 6, 2005 - September 12, 2006

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

STATEN ISLAND, NY

Past

June 24, 2002 - June 1, 2005

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

April 27, 2001 - June 7, 2002

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

October 8, 1999 - May 1, 2001

BNY INVESTMENT CENTER INC.

CRD#: 47683

NEW YORK, NY

Past

February 9, 1999 - October 28, 1999

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

January 1, 1996 - February 8, 1999

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

November 30, 1993 - January 1, 1996

MARKETING ONE SECURITIES, INC.

CRD#: 16611

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(7/19/2024)

Arizona
(3/25/2023)

California
(8/13/2021)

Colorado
(1/7/2022)

Connecticut
(8/12/2020)

Florida
(12/10/2020)

Georgia
(12/10/2020)

Kentucky
(10/8/2021)

Maryland
(1/19/2021)

Massachusetts
(3/16/2022)

Minnesota
(5/19/2023)

New Hampshire
(5/3/2024)

New Jersey
(8/12/2020)

IAR

New Jersey
(3/31/2025)

New York
(8/12/2020)

North Carolina
(12/10/2020)

Ohio
(10/17/2022)

Oregon
(2/12/2021)

Pennsylvania
(8/12/2020)

Rhode Island
(9/29/2023)

South Carolina
(10/27/2021)

Tennessee
(7/18/2022)

Texas
(7/8/2022)

IAR

Texas
(3/31/2025)

Vermont
(3/1/2024)

Virginia
(10/27/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/30/2009

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/20/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/13/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/29/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/2/2013

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/18/2013

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 8/9/2006

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Dominique Israel

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dominique Israel's CRS (Customer Relationship Summary).

Certified licenses

Education

Rutgers University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

M&T SECURITIES, INC.

M&T SECURITIES, INC.

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

CAPITAL ONE FINANCIAL ADVISORS LLC

CAPITAL ONE INVESTMENT SERVICES LLC

IFMG SECURITIES, INC.

ESSEX NATIONAL SECURITIES, LLC

WAMU INVESTMENTS, INC.

BNY MELLON SECURITIES CORPORATION

BNY INVESTMENT CENTER INC.

ESSEX NATIONAL SECURITIES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

MARKETING ONE SECURITIES, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/30/2009

Series 65

Date: 5/20/1996

Series 63

Date: 10/13/1994

SIE

Date: 10/1/2018

Series 7

Date: 8/8/1994

Series 6

Date: 11/29/1993

Series 10

Date: 4/2/2013

Series 9

Date: 3/18/2013

Series 24

Date: 8/9/2006

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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