Dominique Hyacinth Wells

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2020 → 07/2025
  Credly By Pearson
  New York, NY
• 05/2013 → 07/2025
  Exclusive Plans Llc
  Mount Vernon, NY
• 03/2025 → 07/2025
  Equitable Advisors, Llc.
  New York, NY
• 07/2025 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Westbury, NY

Previous Registrations

• 2025-03-19 → 2025-07-18
  Equitable Advisors, Llc
  Mount Vernon, NY
  Melville, NY
  Mount Vernon, NY
  Melville, NY

Other Businesses

1.) CUSTOMER SUCCESS MANAGER FOR CREDLY BY PEARSON, ONBOARD CLIENTS TO CREDLY PLATFORM, 20/HRS/WK. 2.) THE QAE GROUP, DBA FOR CETERA BUSINESS 3.) OWNER AND VIRTUAL PARTNER OF EXCLUSIVE PLANS, LLC; PROVIDE VIRTUAL ASSISTANCE AND ADMINISTRATIVE SUPPORT TO NON-SECURITIES CLINTS; CALENDAR AND EMAIL MANAGEMENT, DOCUMENT PREPARATION, SCHEDULING, ORGANIZATION, AND PRODUCTIVITY FACILIATION, TO IMPROVE WORKFLOWS; 2 HRS/WK

Exams

• S66 Uniform Combined State Law Examination
  2025-03-07

Other Names

• Dominique Mcintosh