Dominique Abou-Zeid (CRD# 6153090) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Francisco, CA and has over 11 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | San Francisco, CA | Oct 2018 - Current | 5 |
| Jpmorgan Chase Bank Na | Scottsdale, AZ | May 2015 - Oct 2018 | 3 |
| Jp Morgan Securities LLC | Scottsdale, AZ | Jan 2013 - Oct 2018 | 5 |
| Jp Morgan Chase Bank | Scottsdale, AZ | Sep 2011 - May 2015 | 3 |
| Visalus | Phoenix, AZ | Feb 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- CA
-
Total Assets Under Management40,516MILLIONS
-
Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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