Joshua Anthony Shipley
Investment adviser representative at Dominari Securities LLC
10 yearsExperience
39 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 LLCApr 2023 to now
- Revere Securities LLCJan 2021 to Apr 2023
- Revere Wealth ManagmentJan 2021 to Apr 2023
- Morgan Stanley Private Bank, N.ANov 2017 to Jan 2021
- Morgan Stanley Private Bank, National AssociationNov 2017 to Jan 2021
- Morgan Stanley Smith Barney LLCSep 2017 to Jan 2021
- UnemployedMay 2017 to Sep 2017
- Podiatry Associates of RochesterAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 39 states (AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TX, 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
- 6631027
- Firm CRD
- 18975