Dominique Vitalis
Advisor at Cwm, Llc
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Dominique Vitalis is a financial advisor at CWM, LLC with six years of industry experience and holds a Series 66 designation. Prior to joining CWM, he worked at Carson Wealth, Taylor Financial, Royal Alliance, Bank of America, Merrill, Global Vision Group, and Monumental Sports and Entertainment. Outside of his advisory role, he is involved in residential property flipping. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs discretionary portfolio management through an Investment Committee and combines in-house models with third-party sub-advisors and technology partners.
Client services
Based on Cwm, Llc
Financial planning
Portfolio management
Selection of other advisers
Sub-advisory services for other investment advisory firms
Sub-advisory services for other investment advisory firms
Expertise
Based on Cwm, Llc
Tax-loss harvesting
ESG / Sustainable investing
Options & derivatives strategies
Private / alternative investments
Retirement income strategy
Fee options
Financial planning fixed fees from $500 to $25,000 or more; flat annual investment management fees billed quarterly
$0+: up to 2.50% +: Sub-Advisory fees up to 1% $50,000+: iCapital additional fees $50,000+: Orion Custom Indexing additional fees $10,000+: 55ip advisory fees (accounts with tax management services must be at least $50,000)
Up to $500 per hour for financial planning services
Location
795 Franklin Avenue Bldg. C, Suite 202
Franklin Lakes, NJ 07417
Most active in
Dominique V has reported serving >5 clients in these states in the last 12 months.
New Jersey
Work history
Carson Wealth
2025 - Present (1 year)
CWM, LLC
2024 - Present (2 years)
Taylor Financial
2024 - 2025 (1 year)
Royal Alliance
2023 - 2024 (1 year)
Bank of AMerica, N.A.
2018 - 2024 (6 years)
Merrill
2016 - 2022 (6 years)
Global Vision Group
2016 - 2016 (1 year)
Monumental Sports and Entertainment
2015 - 2016 (1 year)
Georgetown University
2012 - 2018 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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