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Dominic Andrew Milito

TD Private Client Wealth LLC

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About Dominic Andrew Milito

Dominic Andrew Milito is an investment advisor representative with TD Private Client Wealth LLC and is registered in New Jersey and New York. Dominic has been in the securities industry since 2000. Dominic has a wide range of experience in the industry, having worked for several firms including LPL Financial LLC, Chase Investment Services Corp., Capital One Investment Services LLC, and IFMG Securities, Inc. Dominic has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Dominic Milito is currently registered with TD Private Client Wealth LLC. TD Private Client Wealth LLC, a Limited Liability Company formed in 2012, is an investment advisor with offices in New York, NY. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and other advisory services. TD Private Client Wealth LLC has been registered with the SEC and is also registered in all 50 states. The firm serves a variety of clients including individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
TD Private Client Wealth LLC

1 VANDERBILT AVENUE

NEW YORK, NY 10017

$6.45B

Assets Under Management

Not reported

Total Clients

487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dominic Milito’s Registration & Firm History

NY

02/01/2019 - Present

TD Private Client Wealth LLC (NEW YORK NY)

NY

07/15/2016 - 07/20/2017

TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)

NY

02/10/2012 - 06/10/2016

LPL FINANCIAL LLC (NEW YORK NY)

NY

07/08/2010 - 10/03/2011

CHASE INVESTMENT SERVICES CORP. (ROSLYN HEIGHTS NY)

NY

06/05/2007 - 07/01/2010

CAPITAL ONE INVESTMENT SERVICES LLC (MELVILLE NY)

NY

07/25/2005 - 06/08/2007

IFMG SECURITIES, INC. (LONG ISLAND CITY NY)

NY

01/03/2005 - 07/25/2005

NFB INVESTMENT SERVICES CORP. (MELVILLE NY)

NY

01/02/2004 - 01/03/2005

GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)

CA

07/16/2001 - 01/02/2004

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

IL

05/11/2001 - 07/25/2001

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

NY

03/15/1999 - 07/12/2000

FLEET ENTERPRISES, INC. (NEW YORK NY)

FL

03/19/1998 - 11/11/1998

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

NY

01/06/1998 - 01/22/1998

RBC DOMINION SECURITIES CORPORATION (NEW YORK NY)

NY

01/01/1997 - 03/20/1997

DUKE & CO., INC. (NEW YORK NY)

NY

11/25/1996 - 01/03/1997

CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)

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Licenses & Designations

IA

Issued 12/09/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2004

Series 24 - General Securities Principal Examination

BC

Issued 07/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dominic Andrew Milito.
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