Ricky N. Tawil

DOMANI ADVISORS

New York, NY 10001

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CRD#: 7335286

Professional summary

Ricky Nmn Tawil, who also goes by Ricky Nmn Tawil, is a registered financial advisor currently at DOMANI ADVISORS located in New York, New York.

Ricky is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ricky has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ricky Nmn Tawil

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.

Unincorporated Sole Proprietorship Independent Consultant Non-Investment related No address of record. Business conducted from residential address. Software and Technology Consulting for small-to-medium sized businesses Start Date: April 15, 2022 0-12/hours per month, evenings and weekends 0-1/hours per month during securities trading hours Position is that of an independent consultant on a project-by-project basis assisting businesses in using their software and technology to the streamline operations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ricky Nmn Tawil'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®

None

Experience

Current

May 30, 2021 - Present

DOMANI ADVISORS

Office #1: 10 West 33rd Street Suite 802, New York, NY 10001

RIA

CRD#: 291796

New York, NY

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".

DOMANI ADVISORS

AMERICAN ALPHA ADVISORS, LLC | DOMANI ADVISORS

CRD#: 291796 / SEC#: 801-114799

RIA

Registered Investment Advisory firm - (3/8/2019 Approved)

New York

Registered Investment Advisory firm - (3/12/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(12/7/2024)

IAR

New Jersey
(11/19/2024)

IAR

New York
(5/30/2021)

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

IAR

Series 65

Date: 11/18/2021

Uniform Investment Adviser Law Examination

Current Firm

DOMANI ADVISORS

AMERICAN ALPHA ADVISORS, LLC | DOMANI ADVISORS

CRD#: 291796 / SEC#: 801-114799

RIA

Registered Investment Advisory firm - (3/8/2019 Approved)

New York

Registered Investment Advisory firm - (3/12/2019 Terminated)

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Contact information

Main Address

10 West 33rd Street Suite 802, New York, NY 10001

Mailing Address

Phone number

(917) 810-5530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	267
AUM (Assets Under Management)	$ 304,356,267

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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Ricky N. Tawil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ricky Nmn Tawil's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOMANI ADVISORS

Primary Firm SEC Registration

DOMANI ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2021

Current Firm

DOMANI ADVISORS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DOMANI ADVISORS

TRUST BUT VERIFY

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