Unclaimed Profile
CRD# 1199962Firm CRD# 10409
01
Career History
Mar 1999 – present
Mar 1984 – present
02
Registrations & Exams
FINRA examinations passed
SIESeries 6Series 7Series 24Series 63Series 65
Registration record
First registered · March 22, 1984
Years registered · 42
Professional designations · CFP, ChFC
03
Disclosure History
Clean record · no disclosure events on file
Source: SEC IAPD. Verify on FINRA BrokerCheck →
04
Firm Overview
Coastal Wealth
Affiliated with MassMutual
Services offered by MML INVESTORS SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction
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05
Frequently Asked Questions
What services does Roger Dominey offer?
Roger Dominey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Roger Dominey's credentials?
Roger Dominey holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Roger Dominey located?
Roger Dominey is based in FORT LAUDERDALE, Florida, working with Coastal Wealth. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How does Roger Dominey charge for services?
Roger Dominey's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitors fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is Coastal Wealth?
Coastal Wealth has approximately 7130 employees and manages $72.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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