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Dominic Latino

Harris Williams

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About Dominic Latino

Dominic Latino is a financial professional based in San Francisco, CA. He holds the Series 79, Series 63 and SIE licenses. Dominic has experience in investment banking, and is currently registered with Harris Williams. Dominic has been in the financial industry since 2017 and previously worked at Evercore Group L.L.C..

Firm Information

Dominic Latino is currently registered with Harris Williams. Harris Williams is a Limited Liability Company that was formed in 2006. The firm is registered in 38 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

270

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.

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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Dominic Latino’s Registration & Firm History

CA

08/30/2022 - Present

Harris Williams (SAN FRANCISCO CA)

CA

08/25/2017 - 05/13/2021

EVERCORE GROUP L.L.C. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 09/01/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dominic Latino.
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