Dominick Lawrence Deangelis
Investment adviser representative at Trajan Wealth, L.L.C.
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
9 years in the industry.
- Trajan Wealth, L.L.C.Oct 2024 to now
- First Advisors NationalMar 2024 to Jul 2024
- Unionbanc Investment ServicesJan 2023 to Mar 2024
- Versant Capital ManagementSep 2022 to Nov 2022
- Unionbanc Investment Services, LLCSep 2021 to Sep 2022
- Charles Schwab & Co., Inc.Dec 2019 to Jul 2021
- UnemployedJul 2019 to Nov 2019
- Northwestern Mutual Invesment Services, LLCAug 2018 to Jun 2019
- Northwestern Mutual Life Insurance CompanyJul 2018 to Jun 2019
- Learnvest Inc.Mar 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5772355
- Firm CRD
- 158847