Beau D'agostino

DOMAIN MONEY ADVISORS

Phoenix, AZ

CRD#: 5841064

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Professional summary

Beau D'agostino, CFP®, who also goes by Beau Dagostino, is a registered financial advisor currently at DOMAIN MONEY ADVISORS, LLC located in Phoenix, Arizona.

Beau is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Beau has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beau Dagostino

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 Beau D'agostino'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®

CFP^®

Certified Financial Planner

Experience

Current

June 12, 2026 - Present

DOMAIN MONEY ADVISORS, LLC

RIA

CRD#: 316434

Phoenix, AZ

Past

September 12, 2018 - April 17, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Scottsdale, AZ

Past

April 15, 2015 - June 7, 2018

LEARNVEST PLANNING SERVICES, LLC

RIA

CRD#: 162453

SCOTTSDALE, AZ

Past

November 19, 2010 - March 3, 2015

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

September 17, 2010 - December 6, 2010

SII INVESTMENTS, INC.

CRD#: 2225

SCOTTSDALE, AZ

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".

DOMAIN MONEY ADVISORS, LLC

CRD#: 316434 / SEC#: 801-122828

RIA

Registered Investment Advisory firm - (12/7/2021 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

Arizona
(6/12/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/6/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/2010

General Securities Representative Examination

Current Firm

DOMAIN MONEY ADVISORS, LLC

CRD#: 316434 / SEC#: 801-122828

RIA

Registered Investment Advisory firm - (12/7/2021 Approved)

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Contact information

Main Address

594 Broadway Suite 502, New York, NY 10012

Mailing Address

Phone number

(646) 970-6926

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DOMAIN MONEY FORM ADV PART 2A (10/20/2025)

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.

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Beau D'agostino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beau D'agostino's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOMAIN MONEY ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

LEARNVEST PLANNING SERVICES, LLC

VANGUARD MARKETING CORPORATION

SII INVESTMENTS, INC.

Primary Firm SEC Registration

DOMAIN MONEY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/6/2020

SIE

Date: 10/1/2018

Series 7

Date: 9/16/2010

Current Firm

DOMAIN MONEY ADVISORS, LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

DOMAIN MONEY ADVISORS, LLC

TRUST BUT VERIFY

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