Dominic Stephen Mirretti

Employer firm

Mirretti Perryman Wealth Strategies, LLC CRD 319408

$179M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 03/2022
  Raymond James Financial Services, Inc.
  Skokie, IL
• 03/2016 → 03/2022
  Raymond James Financial Services Advisors Inc.
  Skokie, IL
• 03/2016 → 03/2022
  Mirretti Perryman Wealth Strategies
  Skokie, IL
• 09/2021 → Present
  Evanston Youth Hockey Association
  Evanston, IL
• 10/2017 → Present
  Mirretti Perryman Wealth Strategies, Llc
  Skokie, IL

Previous Registrations

• 2016-03-21 → 2022-05-09
  Raymond James Financial Services Advisors, Inc
  Skokie, IL
• 2004-12-03 → 2016-03-24
  Thrivent Investment Management Inc.
  Evanston, IL
  Evanston, IL
  Downers Grove, IL
  Skokie, IL
  Evanston, IL

Other Businesses

Name of Business: Evanston Youth Hockey Association Address: 1801 Main St., Evanston, IL, 60202, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 09/01/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Coaching 3-4 practices a week. Coaching 1-3 games per week

Exams

• S66 Uniform Combined State Law Examination
  2004-10-22
• S63 Uniform Securities Agent State Law Examination
  2003-05-16