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John Brian Smith

Domain Money Advisors, LLC

Phoenix, AZ

New York, NY

CRD 6366511

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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
AZ RA APPROVED 2026-04-14
  • AZ RA
    APPROVED
    Since 2026-04-14

Branch Locations

Phoenix, AZ • United States

32 Mercer St. 3Rd Floor, New York, NY 10013 • 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
Learnvest Planning Services Scottsdale AZ 05/2014 07/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 07/2018 12/2020
Northwestern Mutual Investment Services, Llc Scottsdale AZ 08/2018 12/2020
Watt Inc Dba Northstar Phoenix AZ 12/2020 03/2026
Domain Money Advisors, Llc New York NY 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-16
  • S65 Uniform Investment Adviser Law Examination
    2014-09-16
Designations
  • Certified Financial Planner

View on SEC IAPD

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