Domarina Awdow
STRATEGIC ADVISERS LLC | Wealth Management Senior Relationship Manager
LOS GATOS, CA
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CRD#: 3082221
Professional summary
Domarina Awdow, who also goes by Domarina Younan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Los Gatos, California and FIDELITY BROKERAGE SERVICES LLC located in Palo Alto, California.
Domarina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Domarina has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a Wealth Management Relationship Manager, I serve as the primary contact to affluent investors and their families committed to deliver the highest level of service and support available based on individual needs and preferences.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Domarina Younan
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.
OBA-99674|OrgNmn:Domarina Awdow|Org Addr:Palo Alto,California,US|OBA Nature:clothing store|Invst Rel:N|Title:Employee|Duties:cashering and assisting clients with buying clothes|StrtDt:06-30-23|TotHrs/mon:40|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Domarina Awdow'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®
NoneEducation
California Poly State University
Humanities - Liberal Arts
1991
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 251 University Avenue, Palo Alto, CA 94301RIA
CRD#: 104555
LOS GATOS, CA
Current
October 21, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 251 University Avenue, Palo Alto, CA 94301BD
CRD#: 7784
Palo Alto, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PALO ALTO, CA
Past
October 28, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PALO ALTO, CA
Past
May 21, 2015 - October 21, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MODESTO, CA
Past
May 21, 2015 - October 21, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MODESTO, CA
Past
October 1, 2012 - August 13, 2013
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
MODESTO, CA
Past
October 1, 2012 - August 13, 2013
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
MODESTO, CA
Past
September 13, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
OAKDALE, CA
Past
September 13, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
OAKDALE, CA
Past
August 2, 2010 - July 6, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MODESTO, CA
Past
July 28, 2010 - July 6, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MODESTO, CA
Past
March 5, 2007 - October 31, 2008
QUEST CAPITAL STRATEGIES, INC.
BD
CRD#: 16783
LAGUNA HILLS, CA
Past
January 26, 2007 - October 31, 2008
QUEST CAPITAL STRATEGIES, INC.
RIA
CRD#: 16783
TURLOCK, CA
Past
October 15, 2004 - March 28, 2005
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
MODESTO, CA
Past
January 21, 2004 - March 28, 2005
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
December 3, 2001 - April 5, 2002
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
July 12, 1999 - September 27, 2000
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
July 8, 1998 - July 12, 1999
BA INVESTMENT SERVICES, INC.
BD
CRD#: 12965
OAKLAND, CA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
Alabama(5/1/2018)
RR
Alaska(5/1/2018)
RR
Arizona(5/1/2018)
RR
Arkansas(5/1/2018)
RR
California(10/21/2016)
IAR
California(3/31/2025)
RR
Colorado(5/1/2018)
RR
Connecticut(5/1/2018)
RR
Delaware(5/1/2018)
RR
District of Columbia(5/1/2018)
RR
Florida(5/1/2018)
RR
Georgia(5/1/2018)
RR
Hawaii(5/1/2018)
RR
Idaho(5/1/2018)
RR
Illinois(5/1/2018)
RR
Indiana(5/1/2018)
RR
Iowa(5/1/2018)
RR
Kansas(5/1/2018)
RR
Kentucky(5/1/2018)
RR
Louisiana(5/1/2018)
RR
Maine(5/1/2018)
RR
Maryland(5/1/2018)
RR
Massachusetts(5/1/2018)
RR
Michigan(5/1/2018)
RR
Minnesota(5/1/2018)
RR
Mississippi(5/1/2018)
RR
Missouri(5/1/2018)
RR
Montana(5/1/2018)
RR
Nebraska(5/1/2018)
RR
Nevada(5/1/2018)
RR
New Hampshire(5/1/2018)
RR
New Jersey(5/1/2018)
RR
New Mexico(5/1/2018)
RR
New York(5/1/2018)
RR
North Carolina(5/2/2018)
RR
North Dakota(5/1/2018)
RR
Ohio(5/2/2018)
RR
Oklahoma(5/1/2018)
RR
Oregon(5/1/2018)
RR
Pennsylvania(5/1/2018)
RR
Rhode Island(5/1/2018)
RR
South Carolina(5/1/2018)
RR
South Dakota(5/1/2018)
RR
Tennessee(5/1/2018)
RR
Texas(5/1/2018)
IAR
Texas(3/31/2025)
RR
Utah(5/1/2018)
RR
Vermont(5/1/2018)
RR
Virginia(5/1/2018)
RR
Washington(5/1/2018)
RR
West Virginia(5/1/2018)
RR
Wisconsin(5/1/2018)
RR
Wyoming(5/1/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Wealth Management Senior Relationship ManagerCRD#: 104555Los Gatos, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
