linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dominick Leuzzi

THE Ascent Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dominick? Claim Your Profile

About Dominick Leuzzi

Dominick Leuzzi is a financial advisor with The Ascent Group, LLC, specializing in financial planning, pension consulting, and portfolio management. Dominick Leuzzi has been active in the financial services industry since July 7, 2022. Dominick Leuzzi is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR) and has also held previous roles with Triad Advisors LLC and Ameritas Investment Company, LLC.

Firm Information

Dominick Leuzzi is currently registered with THE Ascent Group, LLC. THE Ascent Group, LLC is an investment advisor based in Virginia Beach, Virginia. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They manage approximately $2.88 billion in assets for 4,261 accounts. Their client base includes individuals, businesses, corporations, and charitable organizations.
THE Ascent Group, LLC

192 BALLARD COURT

VIRGINIA BEACH, VA 23462

$2.88B

Assets Under Management

6

Total Clients

12

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dominick Leuzzi’s Registration & Firm History

PA

08/22/2022 - Present

THE Ascent Group, LLC (Wayne PA)

PA

02/02/2023 - 08/23/2024

TRIAD ADVISORS LLC (Wayne PA)

PA

07/08/2022 - 01/24/2023

AMERITAS INVESTMENT COMPANY, LLC (WAYNE PA)

Not sure if Dominick Leuzzi is right for you?

Licenses & Designations

BOTH

Issued 04/15/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dominick Leuzzi.
Not sure if Dominick Leuzzi is right for you?