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Domenica Leitner

25 Years of Experience
Philadelphia, PA
BrokerSells Insurance

Domenica Leitner is a registered investment advisor at Cetera Investment Advisers LLC, based in Philadelphia, PA, with 25 years of industry experience. Domenica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

190 N Independence Mall West Suite 602, Philadelphia, PA, 19106

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Domenica is an insurance agent selling life, health, disability, and long-term care insurance, dedicating a few hours per week to this. She is also a financial advisor and insurance agent with Professional Planning Associates, Inc., spending full-time hours on insurance and financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLC
August 2018 - Present · 8 yrs 1 mo
Cetera Advisors LLCBroker
August 2018 - Present · 8 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
September 2018 - March 2024 · 5 yrs 6 mos
LPL Financial LLC
March 2017 - September 2018 · 1 yr 6 mos
Private Advisor Group, LLC
October 2015 - September 2018 · 2 yrs 11 mos
LPL Financial LLC
June 2014 - September 2016 · 2 yrs 3 mos
LPL Financial LLCBroker
June 2014 - September 2018 · 4 yrs 3 mos
Independent Financial Group, LLC
December 2013 - April 2014 · 4 mos
Independent Financial Group, LLCBroker
October 2013 - April 2014 · 6 mos
Transamerica Capital, INC.Broker
November 2008 - July 2013 · 4 yrs 8 mos
Directed Services LLCBroker
June 2002 - September 2008 · 6 yrs 3 mos
Morgan Stanley Dw INC.Broker
October 1999 - May 2002 · 2 yrs 7 mos
State Registrations11 states
AZCADEFLMAMDNCNJNYPAVT
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.