Ricky
Tawil

Domani Advisors

CRD#7335286
Investment Advisor
in New York, NY

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About this Advisor

Ricky Tawil is a financial advisor operating out of New York, New York who has 2 years of industry experience. Tawil is an advisor for Domani Advisors. During their career, Tawil has held roles at Domani Advisors, Eureka Capital Partners LLC, The Glenmede Trust Company, New York University, The Doman Group, Dealivery LLC and Hillel Yeshiva High School. Tawil has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in New York. Domani Advisors is a registered investment firm that has its headquarters in New York, NY. It oversees $263 million in assets under management among its 221 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 221 customer accounts, 56% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Domani Advisors provides portfolio management for individuals and small businesses. Financial management fees usually are based on which service is offered. Fee types billed by Domani Advisors likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

10 West 33Rd Street Suite 802
New York, NY 10001

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Domani Advisors Brokerage Details

Total Assets Under Management

$263,406,609

NY Average: $7,464,549,021
Total Number of Employees

2

NY Average: 88
Total Number of Accounts

221

NY Average: 3,892
Average Account Size

$1,191,885

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Ricky Tawil Work History

Ricky has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Domani Advisors

2018 - 2021 (3 years)

Domani Advisors

2018 - 2018 (< 1 year)

Eureka Capital Partners LLC

2017 - 2017 (< 1 year)

The Glenmede Trust Company

2017 - 2017 (< 1 year)

New York University

2016 - 2016 (< 1 year)

The Doman Group

2014 - 2017 (3 years)

New York University

2014 - 2017 (3 years)

Dealivery LLC

2010 - 2014 (4 years)

Hillel Yeshiva High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ricky Tawil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Domani Advisors

Ricky Tawil
New York, NY
Sam Haddad
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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