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Domain Money Advisors, LLC CRD 316434
$43.3M regulatory AUM 1,294 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-09 |
| CA | RA | APPROVED | 2025-11-17 |
| TX | RA | APPROVED | 2025-11-17 |
| CO | RA | APPROVED | 2025-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tompkins Trust Company | Ithaca | NY | 05/2015 | 03/2020 |
| Lpl Financial, Llc | Ithaca | NY | 07/2015 | 03/2020 |
| Market Street Trust Company | Portsmouth | NH | 03/2020 | 07/2025 |
| Domain Money Advisors, Llc | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-20 |
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