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Brian Di Dominica

Advisor at Imperity Wealth Alliance LLC

Updated today

Location

Melville, NY 11747

Credentials

Series 66

Industry experience

3 years

About

Brian Di Dominica is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Imperity Advisors, Principal Securities Inc, Principal Life Insurance Company, and Spark451. Outside of his advisory work, he is involved in tax preparation through Imperity Tax Planning. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from a broad range of securities and insurance products while managing discretionary model portfolios through its Investment Management and Research team.

Client services

Based on Imperity Wealth Alliance LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Imperity Wealth Alliance LLC

Wealth management Retirement income strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Imperity Wealth Alliance LLC

Founder/Business Owner

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Fee options

Fixed

Flat or fixed fees available for Wealth Management Consulting and Retirement Plan Consulting services; Retirement Plan Consulting has flat fees starting at $300 depending on plan assets

Percentage

$0 - $250,000: 1.25% (PPS Custom Transactions maximum annual management fee) $250,001 - $500,000: 1.00% (PPS Custom Transactions) $500,001 - $1,000,000: 0.85% (PPS Custom Transactions) $1,000,001 - $2,000,000: 0.75% (PPS Custom Transactions) $2,000,001+: 0.60% (PPS Custom Transactions) $0 - $250,000: Management fee (negotiable) plus platform fee starting at 0.05% reducing with account size, minimum $60 annual platform fee (PPS Custom Platform) $0 - $50,000: 1.25% (PPS Select Advisor fee maximum) $50,001 - $100,000: 1.00% (PPS Select Advisor fee maximum) $100,001 - $250,000: 0.80% (PPS Select Advisor fee maximum) $250,001 - $500,000: 0.65% (PPS Select Advisor fee maximum) $500,001 - $1,000,000: 0.55% (PPS Select Advisor fee maximum) $1,000,001 - $2,000,000: 0.45% (PPS Select Advisor fee maximum) $2,000,001+: 0.35% (PPS Select Advisor fee maximum) $0 - $250,000: 0.50% (PPS Select Program maximum annual program fee) $250,001+: 0.40% (PPS Select Program maximum annual program fee) $0 - $250,000: 1.50% (PPS Direct Advisor fee maximum) $250,001 - $500,000: 1.25% (PPS Direct Advisor fee maximum) $500,001 - $1,000,000: 1.00% (PPS Direct Advisor fee maximum) $1,000,001 - $2,000,000: 0.75% (PPS Direct Advisor fee maximum) $2,000,001+: 0.50% (PPS Direct Advisor fee maximum) $0+: Up to 1.50% maximum for PPS Direct Program annual program fee

Commissions

Advisors are also licensed insurance agents and earn commissions on insurance products; commissions also earned on securities products sold through Commonwealth

Project-based

Hourly rate up to $500 for financial planning and consulting services

Other

Account minimum: $1,000 (for PPS Select Passive model portfolios, lowest stated minimum) Minimum fee: Minimum annual program fee of $600 ($150 quarterly) for certain PPS Select accounts Fee-only: Negotiable annual fees on asset management programs; financial planning services may be flat fee, hourly rate up to $500/hour, or annual fee

Location

445 Broadhollow Road, Suite 203

Melville, NY 11747

Most active in

New York

Work history

Imperity Wealth Alliance LLC

2026 - Present (1 year)

Imperity Advisors, LLC

2025 - Present (1 year)

Commonwealth Financial Network

2025 - Present (1 year)

Imperity Advisors, LLC

2023 - 2025 (2 years)

Commonwealth Financial Network

2023 - 2025 (2 years)

Principal Life Insurance Company

2022 - 2023 (1 year)

Principal Securities Inc

2022 - 2023 (1 year)

Spark451

2019 - 2019 (1 year)

Dee's Nursery & Florist

2011 - 2022 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

Options & derivatives strategies
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John A

Series 63, Series 65

Saint James, NY

Advanced Portfolio Services LLC

John Agoglia is the sole advisor at Advanced Portfolio Services LLC in Saint James, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at E D & F Man Capital Markets Inc since 2013 and operates JDA Trading LLC, a personal investment vehicle focused on trading and analyzing investment opportunities. Advanced Portfolio Services LLC is a state-registered investment adviser offering discretionary portfolio management and consultation services to a diverse client base, including individuals, family offices, and corporations. The firm employs a global macro investment approach combining technical and qualitative analysis, with portfolios that may include index exposure, selective hedging, and options or margin strategies.

Active portfolio management Concentrated stock management
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Rhona L

CFP®, Series 63

Mineola, NY

Wank & Liptzin Advisory Services LLC

Rhona Liptzin is a CFP® and Series 63-licensed advisor at Wank & Liptzin Advisory Services LLC with four years of industry experience. She has worked at Wank & Liptzin, CPA’s since 1994 and at ARS Financial Services since 1985. Liptzin is also a partner in Wank & Liptzin LLP, a CPA firm providing accounting and tax services. Wank & Liptzin Advisory Services LLC offers financial planning and investment advisory services primarily to middle-class individuals, families, trusts, estates, and businesses. The firm emphasizes comprehensive financial planning with a buy-and-hold investment approach and maintains close client relationships, supported by its affiliation with an accounting practice.

General retirement planning Wealth management

Amir N

CFP®, EA

Huntington, NY

N Financial Plans

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Michael R

Series 66

Melville, NY

Mountain Creek Capital, LLC

Michael Reidlinger is a financial advisor at Mountain Creek Capital, LLC with 13 years of industry experience. He has held the Series 66 designation and previously worked at Axa Advisors, LLC from 2010 to 2018 before founding Mountain Creek Capital in 2018. Mountain Creek Capital provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and economic analysis to tailor portfolios, incorporating equities, bonds, mutual funds, limited partnerships, and options strategies, with integrated risk management and regular account reviews.

Options & derivatives strategies Concentrated stock management
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Jonathan F

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Garden City, NY

Fischer Advisors LLC

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Wealth management College savings (529s, UTMA, etc.)
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