DC
Dominick A. Calvin
ELEMENT SQUARED PRIVATE WEALTH
Minneapolis, MN 55402
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CRD#: 7579069
DC
Professional summary
Dominick Alexander Calvin is a registered financial advisor currently at ELEMENT SQUARED PRIVATE WEALTH located in Minneapolis, Minnesota.
Dominick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Dominick has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Dominick Alexander Calvin'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®
NoneExperience
Current
June 15, 2022 - Present
ELEMENT SQUARED PRIVATE WEALTH
Office #1: 60 South Sixth Street Suite 2900, Minneapolis, MN 55402RIA
CRD#: 311284
Minneapolis, MN
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".
ES
ELEMENT SQUARED PRIVATE WEALTH
ELEMENT SQUARED LLC | ELEMENT2 | ELEMENT SQUARED PRIVATE WEALTH
CRD#: 311284 / SEC#: 801-128607
RIA
Registered Investment Advisory firm - (8/21/2023 Approved)Illinois
Registered Investment Advisory firm - (8/22/2023 Terminated)Iowa
Registered Investment Advisory firm - (8/22/2023 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2023 Terminated)Nebraska
Registered Investment Advisory firm - (12/2/2021 Terminated)Oregon
Registered Investment Advisory firm - (12/2/2021 Terminated)South Dakota
Registered Investment Advisory firm - (12/2/2021 Terminated)Texas
Registered Investment Advisory firm - (8/22/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (8/22/2023 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
Minnesota(6/15/2022)
Current Firm
ES
ELEMENT SQUARED PRIVATE WEALTH
ELEMENT SQUARED LLC | ELEMENT2 | ELEMENT SQUARED PRIVATE WEALTH
CRD#: 311284 / SEC#: 801-128607
RIA
Registered Investment Advisory firm - (8/21/2023 Approved)Illinois
Registered Investment Advisory firm - (8/22/2023 Terminated)Iowa
Registered Investment Advisory firm - (8/22/2023 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2023 Terminated)Nebraska
Registered Investment Advisory firm - (12/2/2021 Terminated)Oregon
Registered Investment Advisory firm - (12/2/2021 Terminated)South Dakota
Registered Investment Advisory firm - (12/2/2021 Terminated)Texas
Registered Investment Advisory firm - (8/22/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (8/22/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
60 South Sixth Street Suite 2900, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 325-5920
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 432 |
| AUM (Assets Under Management) | $ 168,300,000 |
Red Flags
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