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Adam Scott Grund

Dominari Securities LLC

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About Adam Scott Grund

Adam Grund is a financial advisor at Dominari Securities LLC in New York, New York. Adam has been in the industry for over 2 years and holds the Series 7, 63, and SIE licenses. Adam is a registered representative in Illinois and Texas. Dominari Securities LLC is an investment firm that provides financial planning, portfolio management, and selection of other advisors. Adam Grund and Dominari Securities LLC strive to provide their clients with comprehensive financial guidance and support.

Firm Information

Adam Grund is currently registered with Dominari Securities LLC. Dominari Securities LLC is a Limited Liability Company formed in April 2023 and headquartered in New York, NY. The firm provides a variety of advisory services including financial planning, selection of other advisors, and portfolio management for individuals and businesses. Dominari Securities LLC manages approximately $26,785,046 in regulatory assets for 124 accounts, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.
Dominari Securities LLC

725 FIFTH AVE., 23RD FL.

NEW YORK, NY 10022

$26.79M

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Grund’s Registration & Firm History

NY

04/29/2024 - Present

Dominari Securities LLC (NEW YORK NY)

TX

06/28/2022 - 04/29/2024

ENTORO SECURITIES, LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 06/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Scott Grund.
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