Michael A. Domingo
CADENCE FINANCIAL ADVISORS
Allen, TX 75013
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CRD#: 2769898
Professional summary
Michael Andrew Domingo, CFP®, CLU®, who also goes by Michael Andrew Domingo-griffin, is a registered financial advisor currently at CADENCE FINANCIAL ADVISORS, LLC located in Allen, Texas and FARTHER located in Allen, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 7 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Core Areas of Focus
Corporate Executives
Estate & Generational Planning Issues
Financial Psychology/Coaching
Generation X
Medical Professionals
Socially Responsible Investments
Biography
Mike graduated with honors from Lamar University receiving a BA in Economics. He later earned an MBA in Corporate Finance from the University of Dallas. He is a Certified Financial Planner® (CFP) practitioner as well as being a Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC) and an Accredited Investment Fiduciary (AIF). He started his career in 1996 working in the private clients group of UBS. From there he joined Fidelity Investments working in their institutional plans group before transitioning into the firm's money management group.
Over the years Mike has established himself as a knowledgeable and respected advisor among his peers. He has been awarded numerous recognition including D Magazines Best Financial Planner ranking and 5 Star Wealth Manager as recognized in Texas Monthly magazine.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Income Management
Retirement Planning
Insurance Planning
Education Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Michael Andrew Domingo-Griffin
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Andrew Domingo'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®
CFP®
Start date: 2005
Experience
Current
October 10, 2006 - Present
CADENCE FINANCIAL ADVISORS, LLC
Office #1: 550 S. Watters Rd. Suite 232, Allen, TX 75013RIA
CRD#: 141807
Allen, TX
Current
January 9, 2026 - Present
FARTHER
Office #1: 550 S. Watters Rd. Suite 232, Allen, TX 75013RIA
CRD#: 302050
Allen, TX
Past
May 7, 2015 - February 1, 2016
MURPHY & SYLVEST
RIA
CRD#: 165130
DALLAS, TX
Past
April 26, 2005 - September 13, 2006
FIDELITY PERSONAL TRUST COMPANY, FSB
RIA
CRD#: 109516
WESTLAKE, TX
Past
June 19, 2003 - September 13, 2006
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTLAKE, TX
Past
April 19, 2001 - September 13, 2006
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WESTLAKE, TX
Past
July 31, 1996 - October 10, 2000
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, 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".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 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.Highlighted states indicate IAR registrations
IAR
Texas(10/10/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS
CRD#: 302050 / SEC#: 801-116721
RIA
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Contact information
Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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