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Dominick C
Series 66
Naples, FL
AE Wealth Management, LLC
Dominick Chicago is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, Edward Jones, and Equitable Advisors. Outside of his advisory roles, he has been involved with Windy City Rentals. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing fundamental, technical, and cyclical investment strategies across a large client platform.
Vincent V
Series 63, Series 65
Naples, FL
AE Wealth Management, LLC
Vincent Virga is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at Madison Avenue Securities, Inc. and PFS Wealth Management Group, where he also serves as president. In addition to his advisory roles, he is an author and speaker on the S.M.A.R.T. approach and teaches financial courses for a nonprofit organization. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios managed internally and by third-party strategists, employing a mix of fundamental, technical, and cyclical investment strategies.
Curtis C
Series 65
Naples, FL
AE Wealth Management, LLC
Curtis Cook is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has also worked with PFS Wealth Management Group and Madison Avenue Securities, LLC. Outside of his advisory work, Curtis serves as a pastor at Ever Church, where he leads and teaches home church and small groups. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, and charitable organizations. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting services through a platform that combines in-house, third-party, and advisor-managed models.
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