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Stefano Dolomas

7 Years of Experience
New York, NY
Broker

Stefano Dolomas is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 7 years of industry experience. Stefano operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

520 Madison Avenue, New York, NY, 10022

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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 Activities

Stefano is the founder of FeLe Products, LLC, a retail company selling Greek-inspired products in Chicago, Illinois. He dedicates about a quarter of his time to this venture during non-business hours.

Employment History
Current Registrations
Jefferies Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Jefferies LLC
March 2019 - Present · 7 yrs 2 mos
Jefferies LLCBroker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Leucadia Asset Management LLC
June 2019 - August 2023 · 4 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.