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 based in New York, New York, working with Domani Advisors. Ricky has previously held positions at Domani Advisors, Eureka Capital Partners LLC, The Glenmede Trust Company, New York University, The Doman Group, and Dealivery LLC. Ricky has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Ricky is part of Domani Advisors, which operates out of New York, New York. The firm has 1 office and 2 employees. The firm manages assets totaling $251.5 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Domani Advisors includes asset-based and other fees.

Certifications and Registrations

Series 65

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

$251,464,333

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

2

NY Average: 88
Total Number of Accounts

218

NY Average: 3,892
Average Account Size

$1,153,506

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Ricky Tawil Work History

2021 - Present (4 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

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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 6/19/2024. 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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