Ian Steffensen
Investment adviser representative at Dominari Securities LLC
12 yearsExperience
1 stateRegistered in
$28MFirm assets
13 yearsFirm in business
Are you Ian Steffensen? Claim your profile
Contact this firm
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
12 years in the industry.
- Dominari Securities LLCOct 2025 to now
- UnemployedJun 2025 to Sep 2025
- CbreJun 2024 to Jul 2024
- NewmarkMay 2023 to Jul 2023
- Wake ForestAug 2021 to May 2025
- Larchmont Shore ClubApr 2019 to Aug 2022
- Brunswick SchoolSep 2018 to Aug 2021
- New Rochelle School SystemSep 2014 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8170217
- Firm CRD
- 18975