Ryan Domenico
STRATEGIC ADVISERS | Financial Consultant
SAN DIEGO, CA
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CRD#: 5759925
Professional summary
Ryan Domenico, who also goes by Ryan Anthony Domenico, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Diego, California and FIDELITY BROKERAGE SERVICES LLC located in San Diego, California.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Ryan has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
With over 10 years of experience in working with high net-worth families and institutions, I partner with my clients by providing honest and transparent guidance, built on the foundation of trust. By establishing this important step and fully understanding my client's goals, I can help plan and fortify their financial futures through the different stages of life. I value working for Fidelity Investments as their goals in supporting clients align with my own.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Anthony Domenico
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 Ryan Domenico'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
University of San Diego
Bachelor of Science (BS) - Finance
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11943 El Camino Real Ste 120 Ryan Plaza, San Diego, CA 92130RIA
CRD#: 104555
SAN DIEGO, CA
Current
January 7, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11943 El Camino Real Ste 120 Ryan Plaza, San Diego, CA 92130BD
CRD#: 7784
San Diego, CA
Past
January 21, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN DIEGO, CA
Past
December 16, 2019 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Carlsbad, CA
Past
December 16, 2019 - January 11, 2021
TD AMERITRADE, INC.
RIA
CRD#: 7870
CARLSBAD, CA
Past
December 16, 2019 - January 11, 2021
TD AMERITRADE, INC.
BD
CRD#: 7870
CARLSBAD, CA
Past
July 19, 2019 - November 26, 2019
PARIAX PRIVATE WEALTH MANAGEMENT
RIA
CRD#: 301474
Newport Beach, CA
Past
August 22, 2011 - March 28, 2019
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
NEWPORT BEACH, CA
Past
June 15, 2011 - March 28, 2019
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
NEWPORT BEACH, CA
Past
March 2, 2011 - June 2, 2011
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SAN DIEGO, 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
Arizona(1/7/2021)
RR
California(1/7/2021)
IAR
California(3/31/2025)
RR
Colorado(12/19/2022)
RR
Florida(4/9/2021)
RR
Hawaii(5/22/2024)
RR
Illinois(9/6/2023)
RR
Indiana(11/21/2025)
RR
Minnesota(12/22/2025)
RR
Nevada(1/7/2021)
RR
North Carolina(6/4/2021)
RR
Oregon(1/7/2021)
RR
South Carolina(11/21/2025)
RR
Texas(3/24/2022)
IAR
Texas(3/31/2025)
RR
Utah(2/27/2024)
RR
Virginia(3/12/2021)
Exams
State Security Law 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)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
Financial ConsultantCRD#: 104555San Diego, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
