Dominic Raymond Defreece
Investment adviser representative at Encompass More Asset Management LLC
11 yearsExperience
1 stateRegistered in
$984.9MFirm 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 assetsHourlySubscriptionFixed or flat fee
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.
- Encompass More Investments, LLCNov 2023 to now
- Encompass More Asset Management, LLCAug 2022 to now
- Defreece Financial SolutionsJan 2022 to now
- Verity Asset ManagementDec 2019 to Dec 2022
- Appreciation FinancialOct 2019 to Jan 2025
- HmhsSep 2018 to Jul 2020
- Santander BankMay 2018 to Sep 2018
- AmazonOct 2017 to Apr 2018
- Blackridge Asset ManagementMar 2017 to Oct 2018
- UnemployedJan 2017 to Mar 2017
- Pfs Investments Inc.Oct 2015 to Dec 2016
- Primerica Financial ServicesJul 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Encompass More Asset Management LLC
$984.9MAssets managed
4,008Clients
85Advisers
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
- 6159953
- Firm CRD
- 322382