Domenick Anthony Mancini
Investment adviser representative at Palm Wealth Partners
14 yearsExperience
2 statesRegistered in
$179.3MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Palm Wealth PartnersJun 2024 to now
- Eaton Financial Holdings Company, LLCOct 2022 to Jul 2024
- Equitable Advisors, LLCNov 2018 to Oct 2022
- AXA Advisors, LLCNov 2018 to Jun 2020
- Kovack Securities, Inc.Jun 2016 to Oct 2018
- Florida Atlantic UniversityAug 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Palm Wealth Partners
Legal name: Investment Advisory Services Group LLC
$179.3MAssets managed
696Clients
9Advisers
1 yearIn 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
- 6647667
- Firm CRD
- 323361