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DD

Denney R. Domantay

MISSIONSQUARE RETIREMENT
PASADENA, CA
Some features on this profile are disabled
CRD#: 2798834
DD

Professional summary

Denney R Domantay, who also goes by Denney Ramirez Domantay, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Pasadena, California and MISSIONSQUARE WEALTH MANAGEMENT located in Washington, District Of Columbia.

Denney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Denney has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7TO and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Denney Ramirez Domantay

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denney R Domantay's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 4, 2023 - Present

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
PASADENA, CA
Current

August 4, 2023 - Present

MISSIONSQUARE WEALTH MANAGEMENT

Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
BD
CRD#: 23189
Washington, DC
Past

December 1, 2020 - April 21, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
Pasadena, CA
Past

September 30, 2020 - April 21, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PASADENA, CA
Past

May 13, 2015 - May 16, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
TORRANCE, CA
Past

May 13, 2015 - May 16, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
TORRANCE, CA
Past

May 21, 2010 - June 5, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
PASADENA, CA
Past

May 21, 2010 - June 5, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
PASADENA, CA
Past

December 23, 2008 - May 21, 2010

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
PASADENA, CA
Past

December 23, 2008 - May 21, 2010

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
PASADENA, CA
Past

February 23, 2005 - December 26, 2008

LPL FINANCIAL LLC

RIA
CRD#: 6413
PASADENA, CA
Past

February 23, 2005 - December 26, 2008

LPL FINANCIAL LLC

BD
CRD#: 6413
PASADENA, CA
Past

December 15, 1997 - February 22, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
GLENDALE, CA
Past

October 29, 1996 - February 22, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 29, 1996 - February 22, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
MR
MISSIONSQUARE RETIREMENT
ICMA RETIREMENT CORP | MISSIONSQUARE RETIREMENT | INTERNATIONAL CITY MGMT ASSOCIATION RETIREMEN | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | ICMA-RC | ICMA RETIREMENT CORPORATION

CRD#: 108783 / SEC#: 801-18273

RIA
Registered Investment Advisory firm - (1/19/1983 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
(12/13/2024)
IAR
Arizona
(12/13/2024)
RR
California
(8/4/2023)
IAR
California
(8/4/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/30/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/1/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/30/2020
General Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 10/28/1996
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MR
MISSIONSQUARE RETIREMENT
ICMA RETIREMENT CORP | MISSIONSQUARE RETIREMENT | INTERNATIONAL CITY MGMT ASSOCIATION RETIREMEN | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | ICMA-RC | ICMA RETIREMENT CORPORATION

CRD#: 108783 / SEC#: 801-18273

RIA
Registered Investment Advisory firm - (1/19/1983 Approved)
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Contact information

Main Address
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240
Mailing Address
Phone number
(202) 962-4600
Established
Firm type
Fiscal year end
# of Employees
599

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INSTITUTIONAL ASSET ALLOCATION ADVISORY SERVICES (2/6/2026)
GUIDED PATHWAYS ADVISORY SERVICES (2/6/2026)
INSURANCE CONTRACT SEPARATE ACCOUNT ADVISORY SERVICES (3/31/2025)

Regulatory assets under management

Total Number of Accounts58,580
AUM (Assets Under Management)$ 5,959,398,729

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/28/2025
Cover Page
Report
01/27/2025
Cover Page
Report
10/27/2023
Cover Page
Report

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

MISSIONSQUARE RETIREMENT

CRD#: 108783Pasadena, CA

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