Dominari Securities is dedicated to helping clients preserve, grow and create new wealth by providing a full range investment advisory and wealth planning services. Our experienced team of professionals develop a customized strategy that is unique to each client and focused on helping individuals and families attain their financial goals.
OUR SERVICES
WEALTH MANAGEMENT AND INVESTMENT ADVISORY
Risk-based portfolio diagnostics, including legacy assets held across all firms, Investment policy development, custom strategic and tactical allocation, multi-asset portfolio construction including alternative investments, real estate, objective manager research and bespoke investment analysis, economic and market commentary.
BROKERAGE SERVICES
Execution services in cash equity and equity-related products for private and institutional clients worldwide. These products include common stocks, ADR’s and exchange-traded funds. Our product suite also includes execution on equity options, and baskets of securities amongst others.
ADDITIONAL CLIENT SERVICES THROUGH DOMINARI NETWORK AFFILIATES
WEALTH TRUST & PLANNING
Estate and tax planning across a full range of strategies, tax situs advice, asset protection strategies, selection of administrative trustees in favorable jurisdictions, philanthropic planning, executor services, pre-liquidity risk assessment and strategic planning, family wealth education.
PERSONALIZED SERVICE FROM INDUSTRY LEADERS
Dominari Securities always puts the client first. With customized options, our team will help you strengthen and sustain your assets in a way that helps you reach your goals, grow your wealth and simplify life so you can get back to doing what you love most.
Our advisors work across the United States and are committed to being accessible and communicative. Service and thought leadership start at the top. Meet the Leaders who have built a unique financial institution around extraordinary service to our clients.
725 Fifth Avenue, 23rd Floor
New York, NY 10022
info@dominarisecurities.com
(212) 393-4500
(800) 299-7618
Dominari Securities provides clients access to products and services offered through bank and non-bank affiliates.
Securities and Registered Investment Advisory Services offered through Dominari Securities, LLC, an SEC registered investment advisor and broker-dealer. Member, FINRA, MSRB and SIPC.
Securities, brokerage, investment advisory and other non-deposit investment products: Are not FDIC insured - Are Not Bank- Guaranteed - May Lose Value, Including The Principal Invested. Check the background of Dominari Securities and our investment professionals on FINRA’s Broker Check.
Check the background of Dominari Securities and our investment professionals on FINRA’s Broker Check.
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