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Wilmer Ernesto Fernandez Dominguez

Investment Adviser Representative at Osaic Advisory Services, LLC

Plantation, FLCRD #6401783Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
4

Professional summary

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

Wilmer Ernesto Fernandez Dominguez is an investment adviser representative with Osaic Advisory Services, LLC in Plantation, FL, where they have been registered since 2023. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Goldman Sachs Personal Financial Management and United Capital Financial Advisers. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Office

900 S. Pine Island Rd, Suite 650
Plantation, FL 33324

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
1 state or territory

Florida

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

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/17/2018
Series 65
Uniform Investment Adviser Law Examination
Passed 4/8/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/24/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Osaic Advisory Services, LLCCurrent
10/13/2023 – Plantation, FL
Goldman Sachs Personal Financial Management
2/21/2017 – 10/20/2023Ft Lauderdale, FL
United Capital Financial Advisers
4/19/2016 – 11/14/2016Fort Lauderdale, FL

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. United Capital Financial Advisers, LLC
    Dec 2016 – Sep 2023Newport Beach, CA
  2. NONE
    Aug 2016 – Dec 2016Hollywood, FL
  3. Girard Securities
    Dec 2016 – Nov 2017San Diego, CA
  4. Cetera Advisor Networks LLC
    Nov 2017 – Aug 2020El Segundo, CA
  5. Triad Advisors
    Sep 2023 – Aug 2024Norcross, GA
  6. Triad Hybrid Solutions
    Sep 2023 – no end date reportedNorcross, GA
  7. Osaic Wealth, Inc.
    Aug 2024 – no end date reportedPlantation, FL

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Osaic 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

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

Retirement Income Strategies, Investments, Life Insurance, Wealth Management, IRA/401(k) Rollovers, Tax Management Strategies, Annuities, Asset Management Strategies, and IRA Legacy Planning

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Retirement PlanningInvestmentsLife InsuranceWealth ManagementIRA/401(k) RolloversTax ManagementAnnuitiesAsset ManagementIRA Legacy Planning

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
358
Offices listed on AdvisorFinder:
26
Main office:
Atlanta, GA
SEC file number:
801-80075

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

Form ADV data as of August 28, 2026

View full firm profile

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Showing 12 of 358 in the directory

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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. Wilmer Ernesto Fernandez Dominguez 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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Wilmer Ernesto Fernandez Dominguez (Osaic Advisory Services)