Dominick Trimarchi, financial advisor Saratoga NY

Dominick Trimarchi

CRD Number: 1500576
Current Firm: Trimarc Wealth Management LLC

Dominick Trimarchi (CRD# 1500576) is an Investment Advisor Representative working at Trimarc Wealth Management LLC in Saratoga, NY and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Trimarc Wealth Management Llc (163336) Albany, NY Mar 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Dominick J. Trimarchi
Phone Number: 518-450-7091
Firm Website: http://www.trimarcwm.com
Registered State(s):
  • TX
Current Firm Details
Trimarc Wealth Management LLC
Firm's CRD Number: 163336
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $2,717,214
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NY, TX

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