Domain Money Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 316434
- Registered since
- December 7, 2021
- Website
- www.domainmoney.com
- Fee structure
- Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI64.19%
- Individuals35.81%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Domain Money Advisors, LLC is an independent registered investment adviser that began SEC registration in 2021 and serves individual and family clients, including small businesses. The firm provides financial planning and portfolio management services and bills clients primarily through hourly, subscription, or fixed fees rather than asset-based advisory fees. It is structured as an LLC with a mix of domestic-entity and individual ownership and operates across multiple states. Domain does not identify as an active ESG investor and does not function as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Non-Exchange Traded Equities24%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents5%
- State & Local Bonds2%
Owners & executives
2 of 2
Cynthia-Elaine Schlanger
Chief Compliance OfficerCRD 5767772

Adam Dell
Founder & CEOCRD 6939697
Contacts
3 of 21
Alex Mcdonald
Financial PlannerCRD 5804792

Carmina Long
Financial PlannerCRD 7157905

John Smith
ManagerCRD 6366511
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 32 Mercer St
- Time zone
- ET (UTC-5)
- Office locations
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