Sam
Haddad
Domani Advisors
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About this Advisor
Sam Haddad is a financial advisor working out of New York, New York who has 2 years of relevant experience. Haddad is an employee of Domani Advisors. During their career, Haddad has held roles at Morgan Stanley Private Bank, National Association, Domani Advisors and Morgan Stanley. Haddad maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New York. Domani Advisors is a company operating out of New York, NY. It oversees $263 million in assets under management among its 221 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 221 customer accounts, 56% belong to high-net-worth investors who have greater than $1 million in investable assets. Domani Advisors provides portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the financial services provided. However, fees billed by Domani Advisors most likely are comprised of any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Domani Advisors Brokerage Details
$263,406,609
2
221
$1,191,885
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Sam Haddad Work History
Sam has been registered as a financial advisor for 2 years.*
Domani Advisors
Morgan Stanley Private Bank, National Association
Morgan Stanley
*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 Sam Haddad 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
New York, NY
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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