Dominick Leuzzi
Investment adviser representative at The Ascent Group, LLC
14 yearsExperience
1 stateRegistered in
$4.8BFirm 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
- Seminars and workshops
Experience
14 years in the industry.
- Alera Investment AdvisorsSep 2026 to now
- Osaic Wealth, Inc.Aug 2024 to now
- The Ascent Group, LLCJul 2022 to now
- Walsh & Nicholson Financial Group/the Ascent GroupMay 2022 to now
- Tea Shirt Company, LLCNov 2019 to now
- Triad AdvisorsFeb 2023 to Aug 2024
- Ameritas Advisory Services, LLCJul 2022 to Jul 2022
- Ameritas Investment Company, LLCJun 2022 to Jan 2023
- StudentJun 2012 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
The Ascent Group, LLC
$4.8BAssets managed
4,292Clients
20Advisers
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
- 7236818
- Firm CRD
- 314424