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Dominic Depaul Trupiano

Investment Adviser Representative at CBIZ Investment Advisory Services, LLC

Chesterfield, MOCRD #5775744Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Dominic Depaul Trupiano is an investment adviser representative with CBIZ Investment Advisory Services, LLC in Chesterfield, MO, where they have been registered since 2026. They have worked in the securities industry since 2011 and have been registered with 5 firms, including Onedigital and Onedigital Investment Advisors. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Missouri.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/3/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 7/15/2010
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/7/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

CBIZ Investment Advisory Services, LLCCurrent
3/9/2026 – Chesterfield, MO
Onedigital
1/30/2025 – 1/7/2026Clayton, MO
Onedigital Investment Advisors
1/26/2022 – 1/28/2025Clayton, MO
HM Capital Management, LLC
11/17/2021 – 1/2/2023Clayton, MO
R.t. Jones Capital Equities Management Inc.
2/4/2011 – 11/15/2021St. Louis, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. R.t. Jones Capital Equities Managment, Inc.
    Nov 2010 – Nov 2021St. Louis, MO
  2. HM Capital Management
    Nov 2021 – Jan 2022Clayton, MO
  3. OneDigital Investment Advisors LLC
    Jan 2022 – Feb 2025Overland Park, KS
  4. unemployed
    Feb 2025 – Feb 2026saint charles, MO
  5. CBIZ Investment Advisory Services, LLC
    Feb 2026 – no end date reportedSt Louis, MO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About CBIZ Investment Advisory Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
88
Offices listed on AdvisorFinder:
21
Main office:
Cleveland, OH
SEC file number:
801-108996

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 20, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dominic Depaul Trupiano has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Dominic Depaul Trupiano (CBIZ Investment Advisory Services)