Jeffrey Ryan Alfonso
Investment adviser representative at Dominari Securities LLC
10 yearsExperience
2 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
10 years in the industry.
- Dominari Securities, LLCOct 2025 to now
- UnemployedApr 2025 to Sep 2025
- Morgan StanleyNov 2022 to Mar 2025
- Neuberger BermanFeb 2018 to Nov 2022
- AXA Advisors, LLC.May 2017 to Feb 2018
- AXA EquitableMay 2017 to Feb 2018
- UnemployedFeb 2017 to May 2017
- Lincoln Financial Advisors CorporationDec 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NY, WA).
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
- 6589547
- Firm CRD
- 18975