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Dominick Michael Spano

Investment adviser representative at Canterbury Consulting Incorporated
11 yearsExperience
1 stateRegistered in
$45.9BFirm assets
37 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Canterbury Consulting IncorporatedJun 2025 to now
  2. Canterbury ConsultingAug 2024 to May 2025
  3. Ernst & Young LLPJun 2024 to Aug 2024
  4. Canterbury ConsultingJun 2023 to May 2024
  5. California State University, FullertonAug 2021 to May 2025
  6. The Coffee Bean and Tea LeafJul 2021 to Jun 2023
  7. Troy High SchoolAug 2017 to May 2021
  8. Ladera Vista Junior High SchoolAug 2015 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (CA).

Canterbury Consulting Incorporated

$45.9BAssets managed
172Clients
24Advisers
37 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
8187148
Firm CRD
22875
Advisor's SEC record (opens in a new tab)
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