Dominic Capannari
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsSep 2025 to now
- W&s BrokerageSep 2024 to Sep 2025
- Western & Southern LifeJul 2024 to Sep 2025
- UnemployedApr 2024 to Jul 2024
- WealthquestJan 2024 to Apr 2024
- Unistrut MidwestMay 2022 to Jan 2024
- University of CincinnatiAug 2020 to Apr 2024
- KrogerMar 2020 to Jun 2024
- Unistrut MidwestJun 2017 to Aug 2017
- William Mason High SchoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7981293
- Firm CRD
- 104555