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Brian Didominica

3 Years of Experience
Melville, NY
BrokerSells Insurance

Brian Didominica is a registered investment advisor at Commonwealth Financial Network, based in Melville, NY, with 3 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

445 Broadhollow Road, Suite 203 & 230, Melville, NY, 11747

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian sells fixed insurance products, dedicating about 10% of his time to this activity. He also performs tax preparation services through Imperity Tax Planning, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Commonwealth Financial Network
May 2023 - Present · 3 yrs
Commonwealth Financial NetworkBroker
May 2023 - Present · 3 yrs
Previous Registrations
Principal Securities, INC.
February 2023 - May 2023 · 3 mos
Principal Securities, INC.Broker
September 2022 - May 2023 · 8 mos
State Registrations5 states
FLNJNVNYPA
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.