Dominick
Chicago

Osaic Institutions, Inc

CRD#7128863
Investment Advisor
in Fort Myers, FL

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About this Advisor

Dominick Chicago is a financial advisor based in Fort Myers, Florida, working with Osaic Institutions, Inc. Dominick has previously held positions at Pelicans Nest Golf Club, Florida Gulf Coast University, Methodist University, Jimmy Johns, Axa Advisors, LLC, Equitable Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Finemark National Bank And Trust, and Osaic Institutions, Inc. Dominick has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Dominick is part of Osaic Institutions, Inc, which operates out of Fort Myers, Florida. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8695 College Parkway
Fort Myers, FL 33919

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

FL Average: $5,297,377,271
Total Number of Employees

722

FL Average: 35
Total Number of Accounts

8,478

FL Average: 690
Average Account Size

$427,771

FL Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Dominick Chicago Work History

2024 - Present (1 year)

Finemark National Bank And Trust

2024 - Present (1 year)

Osaic Institutions, Inc

2023 - 2024 (1 year)

Bank Of America, N.A

2022 - 2024 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2020 (1 year)

Axa Advisors, LLC

2019 - 2022 (3 years)

Equitable Advisors, LLC

2016 - 2019 (3 years)

Pelicans Nest Golf Club

2015 - 2018 (3 years)

Florida Gulf Coast University

2014 - 2015 (1 year)

Methodist University

2012 - 2014 (2 years)

Jimmy Johns

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Disclosures

Please visit the SEC profile of Dominick Chicago 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 Osaic Institutions, Inc

Yi-Ling Chen
New York, NY
Anca Dehelean
Hyannis, MA
Parker Swart
Manteo, NC
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Scott Covey
Santa Fe, NM
Peter Aiello
Canton, MA
Lindsay Johnson
Muncy, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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