Skip to content

Sam Haddad

Investment adviser representative at Domani Advisors
17 yearsExperience
3 statesRegistered in
$362.8MFirm assets
7 yearsFirm in business

Are you Sam Haddad? Claim your profile

How the firm charges

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

Percentage of assetsOther

Services the firm offers

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

  • Portfolio management

Experience

17 years in the industry.

  1. Domani AdvisorsSep 2018 to now
  2. Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2018
  3. Morgan StanleyNov 2009 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 3 states (FL, NJ, NY).

Domani Advisors

Legal name: American Alpha Advisors, LLC

$362.8MAssets managed
78Clients
2Advisers
7 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
5732895
Firm CRD
291796
Advisor's SEC record (opens in a new tab)
CallContact this firm