DT
Dominic Todarello
KESTRA ADVISORY SERVICES
HOWELL, NJ 07731
Some features on this profile are disabled
CRD#: 2055618
DT
Professional summary
Dominic Todarello, who also goes by Domenico Todarello, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Howell, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Howell, New Jersey.
Dominic is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Dominic has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Domenico Todarello
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Ash Brokerage, Inc. Inv Rel: No Address: 11 Cecilia Court Howell NJ 07731 NOB: Insurance POS: Employee - selling agreement with NFP Advisor Services, LLC and/or Fusion Financial Group. Start Date: 4/4/1995 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: Only use as a brokerage house to sell life insurance through. Name: Bisys insurance Services Inv Rel: No Address: 11 Cecilia Court Howell NJ 07731 NOB: Insurance POS: Other,Residual Commisions from old business with older Broker/Dealer. Allmerica Financial and Lincoln Financial Group. Start Date: 1/1/1992 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: Only servicing existing clients from previous life insurance and long term care business written Name: Kestra Advisory Services, LLC Inv Rel: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POS: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) DESC: Investment advisory services Name: FRONT PORCH FINANCIAL LLC POS: Registered Representative NOB: Insurance INV REL: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 05/02/2023 ADDRESS: 11 Cecilia Court, Howell NJ 07731 DESC: Offering Securities Investment Business, servicing clients, etc. Name: MARTIN FINANCIAL GROUP POSITION: Broker (offering, servicing and selling medical insurance) NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 09/01/2005 ADDRESS: 4 Independence Way # 110, Princeton NJ 08540 DESCRIPTION: Selling and servicing individual and group medical insurance. NAME: EMPLOYEE BENEFIT SERVICES, LTD. POSITION: Registered Representative NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 10/15/2025 ADDRESS: 11 Cecilia Court, Howell NJ 07731-1458, United States DESCRIPTION: Offering Securities related business, servicing clients, etc.
CRS (Client Relationship Summary) - RIA
Click below to view Dominic Todarello's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 26, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 11 Cecilia Court, Howell, NJ 07731RIA
CRD#: 283330
HOWELL, NJ
Current
October 28, 2005 - Present
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
HOWELL, NJ
Past
October 28, 2005 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
HOWELL, NJ
Past
April 20, 2004 - November 4, 2005
OSAIC FA, INC.
RIA
CRD#: 3978
MANALAPAN, NJ
Past
December 8, 2003 - November 4, 2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
December 8, 2003 - November 4, 2005
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
June 6, 2002 - December 9, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
PISCATAWAY, NJ
Past
January 1, 1992 - December 5, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Past
July 9, 1990 - December 6, 1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
July 9, 1990 - December 6, 1991
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/10/2016)
RR
Connecticut(10/17/2024)
RR
Delaware(1/5/2007)
RR
Florida(2/15/2007)
RR
Hawaii(5/25/2016)
RR
Maryland(3/26/2009)
RR
New Jersey(10/28/2005)
IAR
New Jersey(4/26/2016)
RR
New York(10/28/2005)
RR
Pennsylvania(3/18/2021)
RR
Puerto Rico(8/8/2007)
RR
South Carolina(2/15/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Howell, NJ 07731TRUST BUT VERIFY
Monitor Dominic Todarello
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
