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DOMINARI SECURITIES LLC

SEC Registered

Empowering Entrepreneurs to Achieve Extraordinary Success

NEW YORK, NYhttps://dominarisecurities.com212-393-4500
Assets Under Management
Under $100M
Employees
14
Office Locations
1 office
Total Accounts
97

About the firm

At Dominari Securities, we understand the complexities you face as an entrepreneur because we have been in your shoes. We know that achieving extraordinary success requires more than a "one-size-fits-all" approach to planning. Our team's extensive experience provides a solid foundation, while our embrace of cutting-edge strategies allows us to unlock new opportunities for our clients.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingState/Municipal

Areas of expertise

Investment BankingWealth ManagementCorporate Executive ServicesIndependent AdvisorsInsurance SolutionsCapital RaisingSuccession PlanningEquity CompensationHigh-net-worth IndividualsEntrepreneurs

Services

Investment Banking (helping early-stage companies raise capital in private and public markets), Wealth Management (tailored wealth planning for business owners and high-net-worth individuals), Corporate Executive Services (customized services for corporate leaders navigating liquidity, equity, and tax complexity), Independent Channel (tools and resources for independent advisors with platform flexibility and back-office support), and Insurance Solutions (safeguarding wealth, supporting succession planning, and enhancing long-term financial security)

Who they serve

Business owners, executives, high-net-worth individuals, corporate leaders, and independent advisors

Client segmentClientsAssets managed
Individuals (Non-HNW)60$21M

0 total clients reported on Form ADV.

Leadership

Fieldpoint Private Bank & Trust
MEMBER
Scott Ives Noah
CHIEF LEGAL OFFICER
Christopher James Delaura
PRESIDENT
Timothy Edward Johnston
PRINCIPAL FINANCIAL OFFICER, FINOP
David Edward Achzet
CHIEF COMPLIANCE OFFICER, ROSFP, MUNICIPAL PRINCIPAL
Cathy Louise Mayberry
PRINCIPAL OPERATIONS OFFICER
Timothy J Tully
CEO/EXECUTIVE CHAIRMAN

Office locations

1 office in 1 state
NY
NEW YORKHQ

Advisors at this firm

17 advisors in the directory

Regulatory & compliance

CRD number
#18975
SEC Number
801-78295
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $10,000,000 (waivable)
Asset tierAnnual rate
On the first $5,000,0001.25%
On the next $5,000,0001.00%
On the next $15,000,0000.85%
On the next $25,000,0000.65%
On the next $25,000,0000.50%
On amounts over $75,000,0000.45%

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DOMINARI SECURITIES LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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DOMINARI SECURITIES LLC in NEW YORK, NY | AdvisorFinder