Shaobo Li
Investment adviser representative at Dominguez Wealth Management Solutions, Inc.
10 yearsExperience
2 statesRegistered in
$213.1MFirm assets
5 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Dominguez Wealth Management Solutions, Inc.Oct 2018 to now
- UnemployedMay 2017 to Sep 2018
- College of William & MaryAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Dominguez Wealth Management Solutions, Inc.
$213.1MAssets managed
192Clients
2Advisers
5 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
- 7037407
- Firm CRD
- 173083