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Dylan Angulas

Dominari Securities LLC

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About Dylan Angulas

Dylan Angulas is a financial advisor with Dominari Securities LLC. Dylan has been working in the financial services industry since 2017 and has experience working at Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dylan holds the Series 66, Series 7 and SIE licenses and is registered in Connecticut, Florida, Massachusetts, New Jersey, New York, Pennsylvania and South Dakota. Dylan is focused on financial planning and portfolio management for individuals and businesses.

Firm Information

Dylan Angulas 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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Dylan Angulas’s Registration & Firm History

NY

07/11/2024 - Present

Dominari Securities LLC (NEW YORK NY)

NY

08/30/2019 - 09/27/2023

MORGAN STANLEY (New York NY)

NY

08/08/2017 - 09/03/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/22/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan Angulas.
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