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SD

Seymour Domnitch

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CRD#: 69781
SD

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.

Seymour Domnitch, who also goes by Sy Domnitch, was a registered financial advisor .

Seymour is a previously registered financial advisor and started their career in finance in 1964. Seymour had worked at 11 firms and has passed the Series 63, PC and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sy Domnitch

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 1, 2003 - November 17, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BOCA RATON, FL
Past

July 1, 2003 - November 17, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BOCA RATON, FL
Past

January 3, 1997 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
BOCA RATON, FL
Past

September 12, 1995 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 31, 1993 - August 14, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 4, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

August 22, 1987 - March 1, 1988

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
Past

July 25, 1984 - September 1, 1987

ADVEST, INC.

BD
CRD#: 10
Past

December 16, 1983 - July 25, 1984

ROONEY, PACE INC.

BD
CRD#: 6218
Past

June 4, 1980 - December 28, 1983

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

November 22, 1977 - June 15, 1980

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 17, 1976 - November 22, 1977

SHEARSON HAYDEN STONE INC.

BD
CRD#: 7295
Past

January 17, 1975 - November 17, 1976

SHEARSON HAYDEN STONE INC.

BD
CRD#: 6774
Past

April 23, 1964 - December 27, 1974

JSC SECURITIES, INC.

BD
CRD#: 475

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".
WF
WELLS FARGO CLEARING SERVICES, LLC
EVEREN SECURITIES, INC. | WELLS FARGO CLEARING SERVICES, LLC | WELLS FARGO ADVISORS, LLC | WELLS FARGO ADVISORS | WACHOVIA SECURITIES, LLC | WACHOVIA SECURITIES, INC. | KEMPER SECURITIES GROUP, INC. | KEMPER CAPITAL MARKETS, INC. | FIRST UNION SECURITIES, INC. | FIRST CLEARING

CRD#: 19616 / SEC#: 801-37967, 8-37180

RIA
Registered Investment Advisory firm - SEC (10/5/1990 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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: 9/12/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 5/1/1980
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 7/28/1959
Registered Representative Examination

Current Firm


WF
WELLS FARGO CLEARING SERVICES, LLC
EVEREN SECURITIES, INC. | WELLS FARGO CLEARING SERVICES, LLC | WELLS FARGO ADVISORS, LLC | WELLS FARGO ADVISORS | WACHOVIA SECURITIES, LLC | WACHOVIA SECURITIES, INC. | KEMPER SECURITIES GROUP, INC. | KEMPER CAPITAL MARKETS, INC. | FIRST UNION SECURITIES, INC. | FIRST CLEARING

CRD#: 19616 / SEC#: 801-37967, 8-37180

RIA
Registered Investment Advisory firm - SEC (10/5/1990 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
One North Jefferson Avenue Mail Code: H0004-05e, St. Louis, MO 63103-2205
Mailing Address
One North Jefferson Avenue Mail Code: H0004-05e, St. Louis, MO 63103
Phone number
(314) 875-3000
Established
Delaware since 03/12/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
19,017

SEC notice filing (52 States and Territories)


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

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WFA RETIREMENT PLAN CONSULTING (9/22/2025)

Direct owners and executive officers


NamePositionCRD#
WACHOVIA SECURITIES FINANCIAL HOLDINGS, LLCSOLE MEMBER
CRONK, DARRELLHEAD OF INVESTMENT SOLUTIONS / WIM CHIEF INVESTMENT OFFICER / BOARD OF MANAGERS / CONTROL PRINCIPAL2498892
GINDI, SOLPRESIDENT / HEAD OF WIM DISTRIBUTION / BOARD OF MANAGERS / CONTROL PRINCIPAL4903526
KARANIK, ERIK ANTHONYBOARD OF MANAGERS2260890
LACEY, PAULPRINCIPAL OPERATIONS OFFICER / CONTROL PRINCIPAL5616656
PATEL, RAKESHCHIEF FINANCIAL OFFICER / BOARD OF MANAGERS5385585
SAUNDERS, DAVID WARDDESIGNATED STATE PRINCIPAL2448617
SOMESHWAR, PRASANNAHEAD OF BANKING, LENDING & TRUST / CONTROL PRINCIPAL7491790
SOMMERS, BARRYCHIEF EXECUTIVE OFFICER / BOARD OF MANAGERS2301454
TSAMADIAS, CHRISTOS GCHIEF COMPLIANCE OFFICER5433568

Regulatory assets under management


Total Number of Accounts1,327,695
AUM (Assets Under Management)$ 606,037,831,365

Disclosures


Regulatory Event182
Civil Event2
Arbitration303

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/24/2025
Cover Page
12/11/2023
02/17/2023

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


WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

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