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JD

Joey J. Dominick

SNIDER FINANCIAL GROUP
BELLEVUE, WA 98005
Some features on this profile are disabled
CRD#: 5283499
JD

Professional summary


Joey John Dominick, who also goes by Joe John Dominick, is a registered financial advisor currently at SNIDER FINANCIAL GROUP located in Bellevue, Washington.

Joey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Joey has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Joe John Dominick

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Joey John Dominick'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®
None

Experience


Current

January 3, 2023 - Present

SNIDER FINANCIAL GROUP

Office #1: 12505 Bel-red Rd Suite 200, Bellevue, WA 98005
RIA
CRD#: 117392
BELLEVUE, WA
Past

March 13, 2018 - December 31, 2022

SNIDER FINANCIAL GROUP

RIA
CRD#: 117392
Bellevue, WA
Past

October 20, 2017 - July 12, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
BELLEVUE, WA
Past

January 15, 2014 - October 10, 2017

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
SEATTLE, WA
Past

January 15, 2014 - October 10, 2017

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
SEATTLE, WA
Past

September 23, 2011 - October 29, 2013

MORGAN STANLEY

RIA
CRD#: 149777
BELLEVUE, WA
Past

September 23, 2011 - October 29, 2013

MORGAN STANLEY

BD
CRD#: 149777
BELLEVUE, WA
Past

March 29, 2011 - October 10, 2011

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
BELLEVUE, WA
Past

March 29, 2011 - October 10, 2011

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
BELLEVUE, WA
Past

June 25, 2010 - March 2, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SEATTLE, WA
Past

June 25, 2010 - March 2, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SEATTLE, WA
Past

December 5, 2008 - June 29, 2010

WADDELL & REED

RIA
CRD#: 866
SEATTLE, WA
Past

December 5, 2008 - June 29, 2010

WADDELL & REED

BD
CRD#: 866
SEATTLE, WA
Past

July 4, 2007 - December 2, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SEATTLE, WA
Past

May 9, 2007 - December 2, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SEATTLE, WA

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".
SF
SNIDER FINANCIAL GROUP
SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES

CRD#: 117392 / SEC#: 801-69025

RIA
Registered Investment Advisory firm - (4/14/2008 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.

Highlighted states indicate IAR registrations

IAR
Washington
(1/3/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/3/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 10/12/2011
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


SF
SNIDER FINANCIAL GROUP
SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES

CRD#: 117392 / SEC#: 801-69025

RIA
Registered Investment Advisory firm - (4/14/2008 Approved)
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Contact information


Main Address
12505 Bel-red Road Suite 200, Bellevue, WA 98005
Mailing Address
Phone number
(425) 453-7080
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (10 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SNIDER FINANCIAL GROUP WRAP BROCHURE (9/5/2025)

Regulatory assets under management


Total Number of Accounts1,396
AUM (Assets Under Management)$ 500,674,906

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.

Company Information


SNIDER FINANCIAL GROUP

CRD#: 117392Bellevue, WA 98005

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