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Maria Del Mar Castillo Dominguez

Maria D. Castillo Dominguez

VALORIA WEALTH MANAGEMENT LLC
COOPER CITY, FL
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CRD#: 6162011
Maria Del Mar Castillo Dominguez

Professional summary


Maria Del Mar Castillo Dominguez, CFP®, who also goes by Maria Castillo Dominguez, is a registered financial advisor currently at VALORIA WEALTH MANAGEMENT LLC located in Cooper City, Florida.

Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Maria has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Maria Castillo Dominguez

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.
Ms. Dominguez volunteers her time with the Miami Financial Planning Association (FPA) chapter. Ms. Dominguez does not receive any compensation for her role with the FPA. Ms. Dominguez provides pro bono financial planning and financial education to her community (-20hrs/yr).

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Maria Del Mar Castillo Dominguez'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: 2020

Experience


Current

August 8, 2024 - Present

VALORIA WEALTH MANAGEMENT LLC

RIA
CRD#: 329346
COOPER CITY, FL
Past

July 20, 2023 - May 28, 2024

APELLA WEALTH

RIA
CRD#: 171106
HOLLYWOOD, FL
Past

April 17, 2020 - November 7, 2023

INSPIRED FINANCIAL

RIA
CRD#: 125713
HUNTINGTON BEACH, CA
Past

August 15, 2016 - October 3, 2018

TD AMERITRADE, INC.

RIA
CRD#: 7870
IRVINE, CA
Past

August 15, 2016 - October 3, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
IRVINE, CA
Past

August 11, 2016 - October 3, 2018

TD AMERITRADE, INC.

BD
CRD#: 7870
IRVINE, CA
Past

January 2, 2015 - August 11, 2016

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

June 4, 2014 - August 9, 2016

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN DIEGO, CA

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
California
(9/3/2025)
IAR
Florida
(8/8/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/11/2016
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


VW
VALORIA WEALTH MANAGEMENT LLC
HYPATIA WEALTH | VALORIA WEALTH MANAGEMENT, LLC | VALORIA WEALTH MANAGEMENT LLC | VALORIA WEALTH | HYPATIA WEALTH LLC

CRD#: 329346 / SEC#:

California
Registered Investment Advisory firm - (9/3/2025 Approved)
Florida
Registered Investment Advisory firm - (8/8/2024 Approved)
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Contact information


Main Address
Cooper City, FL
Mailing Address
Phone number
(305) 740-1660
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 1,930,000

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


VALORIA WEALTH MANAGEMENT LLC

CRD#: 329346Cooper City, FL

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