Next-Gen + Best-in-State · rank 14 · Chicago, Illinois · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “DOMINIC ALTOBELLI - Investment Adviser at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “Access to Bank of America specialists and BofA Global Research insights” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "7/19/2012", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Team name — The Scandariato Group (high)
- “Dominic Altobelli , CFP® Managing Director , Wealth Management Advisor” — firm_official
- Team size — 17 (medium)
- “Meet Our Team Joseph Scandariato , CIMA® Managing Director , Wealth Management Advisor 312.269.5039 312.269.5039 Get in touch icon/control/launch copy View bio Dominic Altobelli , CFP® Managing Director , Wealth Manageme” — firm_official
- CRD — 6077188 (high)
- “"basicInformation": {"individualId": 6077188, "firstName": "DOMINIC", "lastName": "ALTOBELLI", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDateIAPD": "7/18/2012"}” — sec_finra_regulatory
- Years experience — 14 (high)
- “"daysInIndustryCalculatedDateIAPD": "7/18/2012"” — sec_finra_regulatory
- Designations — CFP (high)
- “Dominic Altobelli , CFP® Managing Director , Wealth Management Advisor” — firm_official
Book of business
- Team AUM ($M) — 2500 (high)
- “Team Assets (Custodied) | $2.5B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum Account Size for New Business | $1M” — forbes_shook
- Typical client net worth ($M) — 17.5 (high)
- “Typical Net Worth of Relationships | $10-25M” — forbes_shook
- Client niche — 1st and 2nd generation business owners & executives (high)
- “Our passion is to build long-term relationships with 1st and 2nd generation business owners & executives, providing comprehensive guidance.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/il/chic-loop-il/scandariato_group (high)
- “The Scandariato Group - Financial Advisors in Chicago, IL 60606 | Merrill” — firm_official
- Value proposition (verbatim) — We believe that an understanding of you and your family, your financial situation and what matters most to you form the cornerstone of the relationships we develop. Our passion is to build long-term relationships with 1st and 2nd generation business owners & executives, providing comprehensive guidance. We're committed to helping you achieve your greatest objectives with simplicity and transparency through our disciplined proven process. (high)
- “We believe that an understanding of you and your family, your financial situation and what matters most to you form the cornerstone of the relationships we develop. Our passion is to build long-term relationships with 1s” — firm_official
- Differentiators — Limited client base ensures substantial time and responsiveness per client, Goals-based financial approach built on life priorities, not just investment advice, Simple and transparent process backed by a disciplined proven process, Specialization in 1st and 2nd generation business owners and executives, Value extends well beyond investment management to nearly every aspect of financial life (high)
- “A limited client base helps ensure that substantial time and energy can be devoted to assessing and tailoring individual strategies for you. It also allows the team to be responsive to your personal goals and focus on th” — firm_official
- “The approach is simple, transparent and supported by thoughtful investment guidance aligned to your life priorities.” — firm_official
- Content marketing — occasional (medium)
- “Sign Up for Perspectives Monthly E-Newsletter Get the latest investment insights, tips and strategies to help you live your best financial life” — firm_official
- Has podcast — no (medium)
- “Sign Up for Perspectives Monthly E-Newsletter Get the latest investment insights, tips and strategies to help you live your best financial life” — firm_official
- Books published — 0 (low)
- “Dominic Altobelli , CFP® Managing Director , Wealth Management Advisor” — firm_official
- Linkedin url — https://www.linkedin.com/in/dominicaltobelli (medium)
- “Dominic Altobelli - Wealth Management Advisor” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's "Top 1,200 Financial Advisors", 2024-2025, Forbes "Best-in-State Wealth Management Teams", 2023-2026 (team) (medium)
- “Barron's "Top 1,200 Financial Advisors", 2024-2025 (Published annually February – March. Rankings based on data as of September 30 of prior year.)” — firm_official
- “Forbes "Best-in-State Wealth Management Teams", 2023-2026 (Published annually in January. Rankings based on data as of March 31 of prior year.)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “The Scandariato Group - Financial Advisors in Chicago, IL 60606 | Merrill” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template, no team mark: navy/white with corporate sans type, square professional headshots on neutral backgrounds, stock market-outlook article thumbnails. (medium)
- “<img style="object-position:top;object-fit:cover;max-width:1000px;width:100%;aspect-ratio:1000 / 1000" src="https://dyn.mktgcdn.com/p/D9ZJQwyY36ciO4hVNV0BkWUHFyGNW03efi-0W9cZNHo/width=500,height=500" class="w-full !h-aut” — firm_official