Dominic Pisanti

FORGE ADVISORY

TEMPERANCE, MI

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CRD#: 6592292

Professional summary

Dominic Pisanti, who also goes by Dom Pisanti, is a registered financial advisor currently at FORGE ADVISORY LLC located in Temperance, Michigan.

Dominic is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Dominic has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Dom Pisanti

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.

NAME: DOMINIC PISANTI INV REL: Y ADD: 420 MADISON AVE, SUITE 550, TOLEDO, OH 43604 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 07/09/2025 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DUTIES: LIFE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dominic Pisanti'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®

None

Experience

Current

August 5, 2026 - Present

FORGE ADVISORY LLC

RIA

CRD#: 343382

TEMPERANCE, MI

Past

February 11, 2025 - August 7, 2026

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

TOLEDO, OH

Past

February 4, 2025 - August 7, 2026

MML INVESTORS SERVICES, LLC

CRD#: 10409

TOLEDO, OH

Past

February 26, 2018 - January 30, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Toledo, OH

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

Indiana
(8/10/2026)

IAR

Michigan
(8/5/2026)

IAR

Ohio
(8/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/5/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/26/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FORGE ADVISORY LLC

CRD#: 343382 / SEC#:

Ohio

Registered Investment Advisory firm - (7/1/2026 Approved)

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Contact information

Main Address

Temperance, MI

Mailing Address

Phone number

(419) 490-1158

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Dominic Pisanti

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dominic Pisanti's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORGE ADVISORY LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/5/2018

SIE

Date: 10/1/2018

Series 6

Date: 2/26/2018

Current Firm

FORGE ADVISORY LLC

Contact information

Documents

Red Flags

Company Information

FORGE ADVISORY LLC

TRUST BUT VERIFY

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