Dominic J. Corabi
WEDMONT PRIVATE CAPITAL
WEST CHESTER, PA
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CRD#: 6212510
Professional summary
Dominic Joseph Corabi, CFP®, who also goes by Dominic J Corabi, is a registered financial advisor currently at WEDMONT PRIVATE CAPITAL located in West Chester, Pennsylvania.
Dominic is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Dominic has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Dominic is the co-founder of Wedmont Private Capital. After graduation from the United States Naval Academy, Dominic joined the Marine Corps and was designated a Ground Intelligence Officer. As a lieutenant, Dominic commanded a Scout Sniper platoon and deployed his unit twice, including a combat deployment to Al Anbar Province, Iraq, in 2007. After his promotion to captain, Dominic led an officer recruiting station and was responsible for developing Marine officer candidates in eastern Pennsylvania.
Dominic received his MBA (with a concentration in finance) from the Wharton School at the University of Pennsylvania. He worked at Credit Suisse as an ultra-high-net-worth (UHNW) financial advisor and also spent time at Vanguard, where he served as the Chief of Staff of the Financial Advisor Services division.
Outside of work, Dominic enjoys trail running, functional fitness, and playing golf. He is passionate about helping veterans transition successfully to civilian life and understands how daunting it can be for vets to find the right career outside the military.
Dominic lives with his wife and three sons outside Philadelphia.
Question & Answer
What are your service offerings?
Tax Planning
Estate Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Corporate Executives
Entrepreneurs
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Dominic J Corabi
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.
1) Rental Real Estate - Personal Property; Investment related: Yes; Location: 925 Springwood Drive West Chester PA 19380 USA; Description: I own a rental property. The property is not owned by an entity - it is in my name. ; Position Title: None; Responsibilities Duties: None, I collect the rent check and call the relevant person when something goes wrong (plumber, electrician, etc.); Start date: 2012-05-01; Hours per month during trading hours: 0; Hours per month outside trading hours: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Dominic Joseph Corabi'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: 2017
Experience
Current
January 13, 2020 - Present
WEDMONT PRIVATE CAPITAL
RIA
CRD#: 305815
WEST CHESTER, PA
Past
September 4, 2014 - May 3, 2016
CREDIT SUISSE SECURITIES (USA) LLC
RIA
CRD#: 816
WEST CONSHOHOCKEN, PA
Past
August 20, 2014 - May 3, 2016
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
WEST CONSHOHOCKEN, PA
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".
WEDMONT PRIVATE CAPITAL
WEDMONT PRIVATE CAPITAL | WEDMONT PRIVATE CAPITAL, LLC
CRD#: 305815 / SEC#: 801-121179
RIA
Registered Investment Advisory firm - (5/19/2021 Approved)Massachusetts
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (5/28/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/3/2021 Terminated)Texas
Registered Investment Advisory firm - (5/28/2021 Terminated)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
Pennsylvania(3/5/2024)
IAR
Texas(8/20/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WEDMONT PRIVATE CAPITAL
WEDMONT PRIVATE CAPITAL | WEDMONT PRIVATE CAPITAL, LLC
CRD#: 305815 / SEC#: 801-121179
RIA
Registered Investment Advisory firm - (5/19/2021 Approved)Massachusetts
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (5/28/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/3/2021 Terminated)Texas
Registered Investment Advisory firm - (5/28/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
26 South Church Street Suite 1a, West Chester, PA 19382
Mailing Address
Phone number
(610) 885-8200
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,017 |
| AUM (Assets Under Management) | $ 2,370,836,249 |
Red Flags
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