Unclaimed Profile

Dominic Stephen Mirretti

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC·SKOKIE, Illinois

SIE, Series 7, Series 24, Series 63, Series 66Clean record21 years registeredMIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

4711 W GOLF ROAD, SKOKIE, IL 60076CRD# 4628745Firm CRD# 319408

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dominic Stephen Mirretti · SKOKIE, IL

Registration

CRD #4628745 · MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC · 21 years registered

Brand Profile

Not yet started

Career History

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

Apr 2022 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 2016 – May 2022

SKOKIE, IL

THRIVENT INVESTMENT MANAGEMENT INC.

Dec 2004 – Mar 2016

EVANSTON, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · December 3, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

CRD 319408 · SEC 801-123711

AUM

$129M

Regulatory assets under management

Employees

525 client accounts

Services offered by MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Dominic Stephen Mirretti offer?

Dominic Stephen Mirretti specializes in Financial Planning, Investment Management. Contact their office in SKOKIE, Illinois for a consultation.

What are Dominic Stephen Mirretti's credentials?

Dominic Stephen Mirretti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dominic Stephen Mirretti located?

Dominic Stephen Mirretti is based in SKOKIE, Illinois, working with MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC. Their office serves clients in the SKOKIE metropolitan area and surrounding communities.

How does Dominic Stephen Mirretti charge for services?

Dominic Stephen Mirretti's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC?

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC has approximately 4 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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