Dominic Aceto, financial advisor Montclair NJ

Dominic Aceto

CRD Number: 6987813
Current Firm: Rmr Wealth Builders, Inc.

Dominic Aceto (CRD# 6987813) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Calton & Associates, Inc. Montclair, NJ Aug 2018 - Current 5
Rmr Wealth Builders Montclair, NJ Jul 2018 - Current 6
Enzos Restaurant Bronx, NY Jun 2016 - Jan 2020 3
Student Bronx, NY Aug 2008 - May 2017 8
La Sorsa Chevrolet Buick Bronx, NY Jun 2016 - Aug 2016 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2020
S63 Uniform Securities State Law Examination Dec 2019
Contact Info for Dominic Aceto
Phone Number: (201) 836-2460
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,696
    MILLIONS
  • Total Number of Accounts
    3,965
    ACCOUNTS
  • Average Account Value
    $427,675
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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