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DM

Dominic J. Messina

ORG PARTNERS
Schaumburg, IL 60173
Some features on this profile are disabled
CRD#: 5868783
DM

Professional summary

Dominic J Messina is a registered financial advisor currently at ORG PARTNERS located in Schaumburg, Illinois.

Dominic is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Dominic has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

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.
Owner; MKS Custom Creations; Sole proprietorship; Create custom furniture; Non investment related; Start date: 1/15/2015; Address: 540 E. Batista Drive, Coal City, IL. 60416; Hours devoted: 20/month, none during trading hours; Compensated in his capacity as owner of the business. Insurance Agent; Xartis Insurance Advisors LLC. Located in Schaumberg, IL. Serves as Director of Operations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dominic J Messina'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

August 5, 2021 - Present

ORG PARTNERS

Office #1: 1900 E Golf Road Suite 950, Schaumburg, IL 60173
RIA
CRD#: 312728
Schaumburg, IL
Past

October 26, 2020 - July 30, 2021

WEALTHSHIELD PARTNERS, LLC

RIA
CRD#: 169584
SCHAUMBURG, IL
Past

March 28, 2019 - October 5, 2020

CRESSET ASSET MANAGEMENT, LLC

RIA
CRD#: 288566
Schaumburg, IL
Past

September 1, 2015 - April 22, 2019

EVANSTON ADVISORS

RIA
CRD#: 106269
SCHAUMBURG, IL
Past

October 1, 2012 - August 7, 2015

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NAPERVILLE, IL
Past

October 1, 2012 - August 7, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NAPERVILLE, IL
Past

September 21, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
JOLIET, IL
Past

September 20, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
JOLIET, IL
Past

January 26, 2011 - June 16, 2011

EDWARD JONES

RIA
CRD#: 250
RICHMOND HILL, GA
Past

January 10, 2011 - June 16, 2011

EDWARD JONES

BD
CRD#: 250
RICHMOND HILL, GA

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".
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS

CRD#: 312728 / SEC#: 801-120444

RIA
Registered Investment Advisory firm - (3/18/2021 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
Illinois
(8/5/2021)
IAR
South Carolina
(8/24/2023)
IAR
Wisconsin
(8/23/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/22/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/7/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/7/2011
General Securities Representative Examination

Current Firm

OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS

CRD#: 312728 / SEC#: 801-120444

RIA
Registered Investment Advisory firm - (3/18/2021 Approved)
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Contact information

Main Address
5001 Spring Valley Rd Suite 810w, Dallas, TX 75244
Mailing Address
Phone number
(260) 469-9173
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ORG PARTNERS WRAP BROCHURE (8/27/2025)
ORG PARTNERS ADV2A BROCHURE (8/27/2025)

Regulatory assets under management

Total Number of Accounts1,747
AUM (Assets Under Management)$ 772,570,633

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

ORG PARTNERS

CRD#: 312728Schaumburg, IL 60173

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