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Chelsea Ann Hodl

Domain Money Advisors, LLC

New York, NY

Spokane, WA

CRD 6723013

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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
CA RA APPROVED 2026-08-07
NY RA APPROVED 2026-01-14
TX RA APPROVED 2025-11-17
WA RA APPROVED 2025-09-29
  • CA RA
    APPROVED
    Since 2026-08-07
  • NY RA
    APPROVED
    Since 2026-01-14
  • TX RA
    APPROVED
    Since 2025-11-17
  • WA RA
    APPROVED
    Since 2025-09-29

Branch Locations

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

Spokane, WA • 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
Juetten Personal Financial Planning, Llc Bellevue WA 10/2016 06/2020
Stay-At-Home Parent Spokane WA 08/2014 10/2016
Synergy Fg San Ramon CA 02/2021 09/2025
Unemployed Spokane WA 07/2020 02/2021
Domain Money Advisors, Llc New York NY 09/2025 Present
  • 10/2016 → 06/2020
    Juetten Personal Financial Planning, Llc
    Bellevue, WA
  • 08/2014 → 10/2016
    Stay-At-Home Parent
    Spokane, WA
  • 02/2021 → 09/2025
    Synergy Fg
    San Ramon, CA
  • 07/2020 → 02/2021
    Unemployed
    Spokane, WA
  • 09/2025 → Present
    Domain Money Advisors, Llc
    New York, NY
Previous Registrations
  • 2021-03-04 → 2025-10-17
    Synergy Fg
    San Ramon, CA
    Spokane, WA
  • 2016-11-01 → 2020-07-01
    Juetten Personal Financial Planning, Llc
    Spokane, WA
    Bellingham, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-26
  • S65 Uniform Investment Adviser Law Examination
    2016-10-26
Designations
  • Certified Financial Planner
Other Names
  • Chelsea Ann Thomas

View on SEC IAPD

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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

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