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Jerome Frank Niles

Investment adviser representative at Dominari Securities LLC
13 yearsExperience
35 statesRegistered in
$28MFirm assets
13 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Dominari Securities LLCApr 2023 to now
  2. Revere Securities LLCJan 2021 to Apr 2023
  3. Revere Wealth Management LLCJan 2021 to Apr 2023
  4. Morgan Stanley Private Bank, N.AAug 2018 to Jan 2021
  5. Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2021
  6. Morgan StanleyMay 2013 to Jan 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 35 states (AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NY, OH, OR, PA, RI, SC, SD, UT, VA, VT, WA, WI, WY).

Dominari Securities LLC

$28MAssets managed
63Clients
16Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3076666
Firm CRD
18975
Advisor's SEC record (opens in a new tab)
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