Dominic Anthony Bova

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2018 → 11/2019
  The Vanguard Group, Inc
  Malvern, PA
• 03/2018 → 07/2018
  Keybank
  Plymouth Meeting, PA
• 01/2018 → 01/2018
  Ufinancial Group (Mass Mutual)
  Philadelphia, PA
• 05/2017 → 08/2017
  Keybank
  Plymouth Meeting, PA
• 08/2016 → 12/2017
  Pennsylvania State University
  University Park, PA
• 11/2019 → 07/2021
  Rbc Capital Markets, Llc.
  Conshohocken, PA
• 08/2021 → 06/2022
  Lpl Financial, Llc
  Colmar, PA
• 07/2022 → 03/2024
  Rockwood Wealth Management
  New Hope, PA
• 07/2022 → 03/2024
  Rockwood Wealth Management
  New Hope, PA
• 03/2024 → 02/2026
  Ritholtz Wealth Management
  New York, NY
• 02/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2024-03-29 → 2026-02-10
  Ritholtz Wealth Management
  Ambler, PA
  New York, NY
• 2022-07-14 → 2024-03-23
  Rockwood Wealth Management, Llc
  New Hope, PA
• 2021-08-16 → 2022-08-17
  Lpl Financial Llc
  Colmar, PA
• 2019-11-19 → 2021-08-10
  Rbc Capital Markets, Llc
  Conshohocken, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-02
• S63 Uniform Securities Agent State Law Examination
  2018-05-10

Designations

• Certified Financial Planner

Other Names

• Dominic Bova
• Dom Bova