Best Investors Account Sign in
Inactive

Cody Michael Winter

Domain Money Advisors, LLC

New York, NY

Syracuse, NY

CRD 6497498

Claim This Profile
Employer firm

Domain Money Advisors, LLC CRD 316434

$43.3M regulatory AUM 1,294 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Domain Money Advisors, Llc

32 Mercer St. 3Rd Floor, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-13
TX RA APPROVED 2026-01-15
NY RA APPROVED 2025-11-18
  • CA RA
    APPROVED
    Since 2026-08-13
  • TX RA
    APPROVED
    Since 2026-01-15
  • NY RA
    APPROVED
    Since 2025-11-18

Branch Locations

32 Mercer St. 3Rd Floor, New York, NY 10013 • United States

Syracuse, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2015 11/2018
Northwestern Mutual Investment Services Llc Fairport NY 01/2016 07/2018
Northwestern Mutual Wealth Management Company Milwaukee WI 09/2016 11/2018
Northwestern Mutual Investment Services, Llc Boston MA 09/2016 11/2018
Delphinus Financial Advisors, Llc Foxboro MA 11/2018 11/2025
Domain Money Advisors Llc New York NY 11/2025 Present
  • 06/2015 → 11/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2016 → 07/2018
    Northwestern Mutual Investment Services Llc
    Fairport, NY
  • 09/2016 → 11/2018
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 09/2016 → 11/2018
    Northwestern Mutual Investment Services, Llc
    Boston, MA
  • 11/2018 → 11/2025
    Delphinus Financial Advisors, Llc
    Foxboro, MA
  • 11/2025 → Present
    Domain Money Advisors Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-05-09
  • S63 Uniform Securities Agent State Law Examination
    2016-05-09
Designations
  • Certified Financial Planner
Other Names
  • Cody Michael Winter

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor