Dominique R. Hebert
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
KAYSVILLE, UT
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CRD#: 5413358
Professional summary
Dominique Richard Hebert, CFP®, who also goes by Dominique R Hebert, Dominique Hebert, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Kaysville, Utah and FIDELITY BROKERAGE SERVICES LLC located in Towson, Maryland.
Dominique is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Dominique has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I collaborate with individuals and families to plan for the unknown. I do this by learning what is important to my clients. I utilize a financial planning process that leverages Fidelity's breadth of offering and focuses on investment strategy, retirement planning, tax efficient investing, estate planning considerations, optimizing equity compensation, charitable gifting, and more. I am passionate about wealth planning and helping people work towards their definition of success.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Retirement Planning
Investment Planning
Tax Planning
What is your minimum asset requirement?
1
How do you get paid?
Commission and Fee
Are you a "fiduciary"?
Yes
Aliases
Dominique R Hebert | Dominique Hebert
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.
CRS (Client Relationship Summary) - RIA
Click below to view Dominique Richard Hebert's 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®
Start date: 2015
Education
Florida State University
Bachelor of Science (BS) - Finance
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
KAYSVILLE, UT
Current
May 14, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 610 York Road, Towson, MD 21204BD
CRD#: 7784
Towson, MD
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
Past
May 19, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
FT. LAUDERDALE, FL
Past
January 7, 2013 - May 2, 2014
EDELMAN FINANCIAL SERVICES, LLC
RIA
CRD#: 113299
AVENTURA, FL
Past
November 28, 2012 - May 2, 2014
SANDERS MORRIS LLC
BD
CRD#: 20580
AVENTURA, FL
Past
May 3, 2012 - December 4, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
PLANTATION, FL
Past
May 2, 2012 - December 4, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
PLANTATION, FL
Past
July 6, 2011 - February 16, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WESTON, FL
Past
July 6, 2011 - February 16, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WESTON, FL
Past
July 8, 2010 - March 11, 2011
BLACKROCK INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 108928
PLAINSBORO, NJ
Past
July 8, 2010 - March 11, 2011
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
PLAINSBORO, NJ
Past
February 7, 2008 - June 16, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
December 5, 2007 - June 16, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, NJ
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Alabama(10/16/2019)
RR
Alaska(1/23/2023)
RR
Arizona(2/8/2019)
RR
Arkansas(6/4/2021)
RR
California(2/8/2019)
RR
Colorado(1/5/2016)
RR
Connecticut(1/4/2019)
RR
Delaware(2/11/2019)
RR
District of Columbia(10/16/2019)
RR
Florida(5/14/2014)
RR
Georgia(5/14/2014)
RR
Hawaii(1/23/2023)
RR
Idaho(1/23/2023)
RR
Illinois(10/16/2019)
RR
Indiana(1/23/2023)
RR
Iowa(10/5/2018)
RR
Kansas(1/23/2023)
RR
Kentucky(1/23/2023)
RR
Louisiana(9/20/2021)
RR
Maine(8/13/2021)
RR
Maryland(5/14/2014)
RR
Massachusetts(10/16/2019)
RR
Michigan(8/13/2021)
RR
Minnesota(1/23/2023)
RR
Mississippi(10/5/2018)
RR
Missouri(3/4/2022)
RR
Montana(7/6/2020)
RR
Nebraska(1/23/2023)
RR
Nevada(1/23/2023)
RR
New Hampshire(1/23/2023)
RR
New Jersey(2/8/2019)
RR
New Mexico(1/23/2023)
RR
New York(10/16/2019)
RR
North Carolina(10/16/2019)
RR
North Dakota(1/23/2023)
RR
Ohio(5/14/2014)
RR
Oklahoma(1/3/2020)
RR
Oregon(1/23/2023)
RR
Pennsylvania(1/23/2023)
RR
Puerto Rico(1/23/2023)
RR
Rhode Island(1/23/2023)
RR
South Carolina(10/4/2018)
RR
South Dakota(1/23/2023)
RR
Tennessee(10/4/2018)
RR
Texas(8/11/2017)
IAR
Texas(3/31/2025)
RR
Utah(1/23/2023)
IAR
Utah(3/31/2025)
RR
Vermont(1/23/2023)
RR
Virgin Islands(1/23/2023)
RR
Virginia(1/25/2019)
RR
Washington(4/23/2020)
RR
West Virginia(10/16/2019)
RR
Wisconsin(1/23/2023)
RR
Wyoming(3/4/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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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
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 |
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
STRATEGIC ADVISERS LLC
Vice President, Executive Planning ConsultantCRD#: 104555Kaysville, UTTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
