Dominic Anthony Bova
Investment adviser representative at Edelman Financial Engines
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$326.3BFirm 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 assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Edelman Financial EnginesFeb 2026 to now
- Ritholtz Wealth ManagementMar 2024 to Feb 2026
- Rockwood Wealth ManagementJul 2022 to Mar 2024
- LPL Financial, LLCAug 2021 to Jun 2022
- RBC Capital Markets, LLC.Nov 2019 to Jul 2021
- The Vanguard Group, IncSep 2018 to Nov 2019
- KeybankMar 2018 to Jul 2018
- Ufinancial Group (mass Mutual)Jan 2018 to Jan 2018
- KeybankMay 2017 to Aug 2017
- Pennsylvania State UniversityAug 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 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
- 7014119
- Firm CRD
- 104510