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Denney Domantay

23 Years of Experience
Washington, DC
1 DisclosureBroker

Denney Domantay is a registered investment advisor at Missionsquare Wealth Management, based in Washington, DC, with 23 years of industry experience. Denney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
164 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.70%
$100K - $500K0.65%
$500K - $1.0M0.60%
$1M+0.55%

This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 1998
Settled
Other Business Activities

Denney is a practice consultant and treasurer for Laarni N Domantay, MD, Inc., a family-held medical practice, dedicating a few hours per week. Denney also owns rental real estate in Pasadena, CA, spending a few hours per week maintaining the property, finding tenants, and collecting rent.

Employment History
Current Registrations
Missionsquare Retirement
August 2023 - Present · 2 yrs 9 mos
Missionsquare Wealth Management
August 2023 - Present · 2 yrs 9 mos
Missionsquare Wealth ManagementBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2020 - April 2022 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2020 - April 2022 · 1 yr 7 mos
Ameriprise Financial Services, INC.
May 2015 - May 2016 · 1 yr
Ameriprise Financial Services, INC.Broker
May 2015 - May 2016 · 1 yr
LPL Financial LLC
May 2010 - June 2015 · 5 yrs 1 mo
LPL Financial LLCBroker
May 2010 - June 2015 · 5 yrs 1 mo
Cuso Financial Services, L.P.Broker
December 2008 - May 2010 · 1 yr 5 mos
Cuso Financial Services, L.P.
December 2008 - May 2010 · 1 yr 5 mos
LPL Financial Corporation
February 2005 - December 2008 · 3 yrs 10 mos
LPL Financial CorporationBroker
February 2005 - December 2008 · 3 yrs 10 mos
American Express Financial Advisors, INC.
December 1997 - February 2005 · 7 yrs 2 mos
American Express Financial Advisors INC.Broker
October 1996 - February 2005 · 8 yrs 4 mos
Ids Life Insurance CompanyBroker
October 1996 - February 2005 · 8 yrs 4 mos
State Registrations2 states
AZCA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Denney Domantay - Financial Advisor | TrueAdvisor