Carlos
Dominguez
Element Pointe Family Office
Answer a few questions and
get matched with an advisor.
About this Advisor
Carlos Dominguez is a financial advisor working out of Miami, Florida with a total of 7 years of industry experience. Dominguez is an employee of Element Pointe Family Office. The advisor has gained experience at Element Pointe Advisors, LLC Dba Element Pointe Family Office, J.P. Morgan Securities LLC and Jpmorgan Chase Bank Na. Dominguez has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Element Pointe Family Office is an advisory company operating out of Miami, FL. It controls $637 million in assets among its 318 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 318 client accounts, 98% are held by high-net-worth clients who have greater than $1 million in assets. Element Pointe Family Office provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and other services. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fees charged by Element Pointe Family Office likely consist of some combination of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Element Pointe Family Office Brokerage Details
$636,738,617
10
318
$2,002,323
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other
Carlos Dominguez Work History
Carlos has been registered as a financial advisor for 7 years.*
Element Pointe Advisors, LLC Dba Element Pointe Family Office
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carlos Dominguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Element Pointe Family Office
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
