Dominique Ashley Vitalis
Investment adviser representative at Cwm, LLC
14 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Carson WealthJan 2025 to now
- Cwm, LLCFeb 2024 to now
- Taylor FinancialFeb 2024 to Jan 2025
- Royal AllianceJan 2023 to Feb 2024
- Bank of America, N.A.Sep 2018 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2016 to Jan 2022
- Monumental Sports and EntertainmentJul 2015 to Dec 2016
- Georgetown UniversityJul 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 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
- 6725777
- Firm CRD
- 155344