Dominick
Leuzzi
The Ascent Group, LLC
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About this Advisor
Dominick Leuzzi is a financial advisor working in Wayne, Pennsylvania with 1 year of industry experience. Leuzzi is currently employed by The Ascent Group, LLC. The advisor has gained experience at Walsh & Nicholson Financial Group/The Ascent Group, Student, Tea Shirt Company, LLC, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, The Ascent Group, LLC and Triad Advisors. Leuzzi has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. The Ascent Group, LLC is a firm operating out of Virginia Beach, VA. The investment advisory business has offices in nine locations and a total of 30 advisors. It handles $3 billion in total assets between its 5,077 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 14 charities and foundations. Of its 5,077 accounts, 18% belong to high-net-worth clients who have greater than $1 million in assets. The Ascent Group, LLC has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by The Ascent Group, LLC can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ascent Group, LLC Brokerage Details
$2,526,906,387
30
5,077
$497,716
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
Dominick Leuzzi Work History
Dominick has been registered as a financial advisor for 1 years.*
Triad Advisors
Walsh & Nicholson Financial Group/The Ascent Group
The Ascent Group, LLC
Tea Shirt Company, LLC
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Student
*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 Dominick Leuzzi 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 The Ascent Group, LLC
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Wayne, PA
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
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.
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