Dominic Aceto
Professional summary
Dominic Aceto, CFP® is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Montclair, New Jersey.
Dominic is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Dominic has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dominic Aceto's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
August 13, 2020 - Present
RMR WEALTH BUILDERS, INC.
Office #1: 111 Grove Street Suite 203, Montclair, NJ 07042February 20, 2020 - January 2, 2023
CALTON & ASSOCIATES, INC.
March 20, 2019 - January 2, 2023
CALTON & ASSOCIATES, INC.
Primary Firm SEC Registration
RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/13/2020)
Exams
Series 7TO
Date: 3/20/2019
General Securities Representative ExaminationCurrent Firm
RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,428 |
| AUM (Assets Under Management) | $ 2,199,565,329 |
Red Flags
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