Dominique Ashley Vitalis

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

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

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

Current Employers

Employment History

• 11/2016 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2016 → 10/2016
  Global Vision Group
  Annapolis, MD
• 07/2012 → 05/2018
  Georgetown University
  Washington, DC
• 07/2015 → 12/2016
  Monumental Sports And Entertainment
  Washington, DC
• 09/2018 → 02/2024
  Bank Of America, N.A.
  New York, NY
• 01/2023 → 02/2024
  Royal Alliance
  Roseland, NJ
• 02/2024 → Present
  Cwm, Llc
  Omaha, NE
• 02/2024 → 01/2025
  Taylor Financial
  Franklin Lakes, NJ
• 01/2025 → Present
  Carson Wealth
  Franklin Lakes, NY

Previous Registrations

• 2023-01-26 → 2024-01-30
  Osaic Wealth, Inc.
  Roseland, NJ
• 2018-12-27 → 2022-01-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Bethesda, MD
  New York, NY

Other Businesses

NAME OF BUSINESS: N/A NATURE: Real Estate START: 2/8/2020 POSITION: Owner APPX. HRS/MONTH: 5 APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Flip residential properties

Exams

• S66 Uniform Combined State Law Examination
  2018-12-26

Other Names

• Dominique Vitalis
• Dominique Ashley Vitalis