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DB

Dominic M. Brault

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CRD#: 4545908
DB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dominic Martin Brault, who also goes by Dom Brault, was a registered financial professional .

Dominic is a previously registered financial professional and started their career in finance in 2002. Dominic had worked at 5 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dom Brault

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 11, 2017 - September 11, 2018

CARLETON MCKENNA ADVISORS, LLC

BD
CRD#: 159230
CLEVELAND, OH
Past

March 18, 2015 - July 13, 2015

CARLETON MCKENNA ADVISORS, LLC

BD
CRD#: 159230
CLEVELAND, OH
Past

August 29, 2012 - March 24, 2015

FINANCIAL AMERICA SECURITIES, INC.

BD
CRD#: 5100
CLEVELAND, OH
Past

May 18, 2004 - June 15, 2005

AMERICA NORTHCOAST SECURITIES, INC.

BD
CRD#: 16076
CLEVELAND, OH
Past

October 21, 2002 - February 27, 2003

FTN EQUITY CAPITAL MARKETS CORP.

BD
CRD#: 119625
CLEVELAND, OH
Past

October 4, 2002 - October 21, 2002

FHN FINANCIAL SECURITIES CORP.

BD
CRD#: 46346
MEMPHIS, TN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/6/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CM
CARLETON MCKENNA ADVISORS, LLC
CARLETON MCKENNA ADVISORS, LLC

CRD#: 159230 / SEC#: , 8-68971

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
1801 East 9th St. Suite 1425, Cleveland, OH 44114-3199
Mailing Address
1801 East 9th St. Suite 1425, Cleveland, OH 44114-3199
Phone number
(216) 523-1962
Established
Ohio since 05/31/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CARLETON MCKENNA & CO. LLCOWNER
CARLETON MCKENNA & CO., LLCOWNER
MCKENNA, CHRISTOPHER JAMESMANAGING DIRECTOR1704158
ROMERO, MONIQUE VICTORIAFINOP6712654
SMITH, RYANCHIEF COMPLIANCE OFFICER4596415

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


CARLETON MCKENNA ADVISORS, LLC

CRD#: 159230

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