Dominari Securities LLC

Dominari Securities LLC (CRD# 18975) is a financial advisory firm headquartered in New York, NY. They manage $26,785,046 in 124 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
725 Fifth Ave., 23rd Fl., New York, NY 10022
http://dominarisecurities.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $216,008
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Dominari Securities LLC
Showing 1 - 4 of 4 top financial advisors.
1
Eric Newman, financial advisor New York NY
Eric Newman
CRD#: 2509259
725 Fifth Avenue, 23rd Fl., New York, NY 10022

Eric Newman (CRD# 2509259) is an Investment Advisor Representative working at Dominari Securities LLC in New York, NY and has over 28 years of experience in the finance industry.

2
James Balk, financial advisor New York NY
James C. Balk
CRD#: 7817532
725 Fifth Avenue, 23rd Fl., New York, NY 10022

James Balk (CRD# 7817532) is an Investment Advisor Representative working at Dominari Securities LLC in New York, NY and has 1 year of experience in the finance industry.

3
William Haring, financial advisor New York NY
William L. Haring
CRD#: 7756576
725 Fifth Avenue, 23rd Fl., New York, NY 10022

William Haring (CRD# 7756576) is an Investment Advisor Representative working at Dominari Securities LLC in New York, NY and has 1 year of experience in the finance industry.

4
Soo Yu, financial advisor New York NY
Soo J. Yu
CRD#: 5846575
725 Fifth Avenue, 23rd Fl., New York, NY 10022

Soo Yu (CRD# 5846575) is an Investment Advisor Representative working at Dominari Securities LLC in New York, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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