David Domian
David Domian is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chesterfield, MO, with 44 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
16305 Swingley Ridge Rd Ste, 210, Chesterfield, MO, 63017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David sells non-variable insurance and owns rental real estate. He also operates under the DBAs CECU Wealth Management and Sirius Wealth Management for his LPL business, dedicating nearly full-time hours to Sirius Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sirius Wealth Management, LLC
Dew Wealth Strategies, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Forsyth Securites, INC.Broker
Stock Index Futures Co.inc.Broker
Clayton Brokerage CO. of St. Louis, INC.Broker
State Registrations19 states
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
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