Dominic J Messina
Investment adviser representative at Ascentis Independent Advisors, LLC
11 yearsExperience
2 statesRegistered in
$2.1BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ascentis Independent Advisors, LLCJan 2026 to now
- Org PartnersJul 2021 to Jan 2026
- Wealthshield Partners, LLCOct 2020 to Jul 2021
- Cresset Asset Management, LLCMar 2019 to Oct 2020
- Evanston Investments Inc. dba Evanston AdvisorsAug 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (IL, SC).
Ascentis Independent Advisors, LLC
$2.1BAssets managed
2,815Clients
51Advisers
4 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
- 5868783
- Firm CRD
- 322879