Dominick
Lombardi

Rmr Wealth Builders, Inc

CRD#7305794
Investment Advisor
in Staten Island, NY

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About this Advisor

Dominick Lombardi is a financial advisor based in Staten Island, New York, working with Rmr Wealth Builders, Inc. Dominick has previously held positions at Idb Bank, The Roosevelt Investment Group, LLC, Lombardi Wealth Advisors, LLC, Cipw Service Company, LLC, Ci Roosevelt Private Wealth, and Rmr Wealth Builders, Inc. Dominick has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Dominick is part of Rmr Wealth Builders, Inc, which operates out of Staten Island, New York. The firm has 24 offices and 47 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Rmr Wealth Builders, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

7448 Amboy Road
Staten Island, NY 10307

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Rmr Wealth Builders, Inc Brokerage Details

Total Assets Under Management

$1,695,730,206

NY Average: $10,121,009,343
Total Number of Employees

47

NY Average: 92
Total Number of Accounts

3,965

NY Average: 6,978
Average Account Size

$427,675

NY Average: $1,450,417

Investment Advisory Services

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

Dominick Lombardi Work History

2023 - Present (1 year)

Rmr Wealth Builders, Inc

2023 - 2023 (< 1 year)

Ci Roosevelt Private Wealth

2022 - 2023 (1 year)

Cipw Service Company, LLC

2020 - 2023 (3 years)

The Roosevelt Investment Group, LLC

2020 - 2021 (1 year)

Lombardi Wealth Advisors, LLC

2009 - 2020 (11 years)

Idb Bank

Disclosures

Please visit the SEC profile of Dominick Lombardi 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 Rmr Wealth Builders, Inc

Herbert Nealy
Bakersfield, CA
Jared Weber
Westport, CT
John Gentry
Montclair, NJ
Steven Sergio
Montclair, NJ
Nicholas Cooper
Montclair, NJ
John Sokolowski
Montclair, NJ
Gary Mannuzza
Clark, NJ
Charles Catapano
Eastport, NY

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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