Kate Frances Laporta
Investment adviser representative at Domain Money Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$43.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Domain Money Advisors, LLCApr 2026 to now
- Rockefeller Capital ManagementOct 2018 to Jan 2026
- Rockefeller Financial LLCOct 2018 to Jan 2026
- Inverness CapitalApr 2018 to Sep 2018
- Rockefeller &coJul 2012 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Domain Money Advisors, LLC
$43.3MAssets managed
182Clients
19Advisers
4 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
- 5102484
- Firm CRD
- 316434