Unclaimed
Gary Domoracki is a registered investment advisor representative with Oppenheimer & Co. Inc. in Boston, MA. Gary has been in the securities industry since May 1999. He has held previous positions at Stifel, Nicolaus & Company, Incorporated, Barclays Capital Inc., Source Capital Group, Inc., Deutsche Bank Securities Inc., Credit Suisse Securities (USA) LLC, Lehman Brothers Inc., and Donaldson, Lufkin & Jenrette Securities Corporation. Gary is registered with FINRA and the states of Alabama, Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Maine, Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and West Virginia. Gary offers investment advisory services, including financial planning, pension consulting, and portfolio management for businesses, individuals, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
01/06/2022 - Present
Oppenheimer & Co. Inc. (BOSTON MA)
MA
12/04/2015 - 05/01/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOSTON MA)
MA
12/08/2014 - 12/04/2015
BARCLAYS CAPITAL INC. (BOSTON MA)
CT
03/22/2012 - 01/08/2015
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
MA
10/20/2006 - 09/28/2009
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
11/10/2004 - 11/14/2006
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
NY
11/01/2004 - 11/22/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/17/2003 - 11/02/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NY
10/01/2004 - 10/06/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
10/21/1998 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 12/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/07/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2005
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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