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- Custodian
- Charles Schwab & Company · Millennium Trust · Pershing · RBC · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-19-1987
- Office Locations
- 9
Office Locations
About Dominari Securities LLC
Dominari Securities is an SEC-registered investment advisor and broker-dealer serving individuals and families as well as private and institutional clients. The firm provides wealth management and investment advisory (risk-based diagnostics, policy development, strategic/tactical allocation, multi-asset portfolios including alternatives and real estate) alongside brokerage execution in equities, ETFs and options. Clients can access accounts via platforms such as Schwab and RBC Investor Connect.
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Owner & Executives
Robert Campbell
Finop
- CRD
- #1349154
- Ownership
- Less than 5%
Jaime Mercado
AMLCO, Chief Compliance Officer
- CRD
- #2863760
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Jeffrey Ryan Alfonso
Branch Manager, Compliance Officer, Vice President
- CRD
- #6589547
Dylan Angulas
Financial Advisor
- CRD
- #6490651
Showing 2 of 82 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $28,046,499 | $289,139 |
| Total | $28,046,499 | $289,139 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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