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Dominick Joseph Vetrano

Fountainhead Financial, LLC

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About Dominick Joseph Vetrano

Dominick Vetrano is a financial advisor with over 30 years of experience in the industry. Dominick has held various roles at firms such as Chauner Securities, Inc. and American Express Financial Advisors Inc. Currently, Dominick is associated with Fountainhead Financial, LLC as a Registered Investment Advisor. He is registered to provide advisory services in Illinois, New Hampshire and Texas. Dominick provides financial planning, selection of other advisors, and portfolio management for individuals. Dominick is a CERTIFIED FINANCIAL PLANNER™ professional, a CHARTERED FINANCIAL CONSULTANT, and a CHARTERED FINANCIAL ANALYST.

Firm Information

Dominick Vetrano is currently registered with Fountainhead Financial, LLC. Fountainhead Financial, LLC is a Chicago, Illinois-based registered investment advisor with 342,550,898 in regulatory assets under management. They offer financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals, with 68 clients and $317,550,898 in assets under management, as well as individuals other than high-net-worth, with 27 clients and $25,000,000 in assets under management. The firm has 1 licensed agent and 2 investment advisor representatives.
Fountainhead Financial, LLC

515 NORTH STATE

CHICAGO, IL 60654

$342.55M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Dominick Vetrano’s Registration & Firm History

IL

04/17/2015 - Present

Fountainhead Financial, LLC (CHICAGO IL)

IL

12/03/1996 - 09/29/2009

CHAUNER SECURITIES, INC. (CHICAGO IL)

OK

10/29/1996 - 12/11/1996

CANYON RUN SECURITIES, INC. (OKLAHOMA CITY OK)

IL

01/30/1995 - 09/24/1996

BARCLAY GROUP SECURITIES, INC. (CHICAGO IL)

FL

10/29/1992 - 11/03/1994

INVESTACORP, INC. (MIAMI FL)

MN

03/20/1990 - 10/06/1992

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/20/1990 - 10/06/1992

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/17/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/10/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/1994

Series 27 - Financial and Operations Principal Examination

BC

Issued 07/09/1993

Series 24 - General Securities Principal Examination

BC

Issued 03/17/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Dominick Joseph Vetrano. Review regulatory record here.
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