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Dominick Benedetto

Advisor at J.P. Morgan Securities — Northport, NY Main Street

Updated today

Credentials

Series 65, Series 63

Experience

1 year

Location

Northport, NY 11768

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,365

Across 3,633 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Dominick Benedetto is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Macy’s, and Allied Recovery Solutions Inc. He has also been involved with the Town of Brookhaven. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Northport, NY Main Street

54 Main Street

Northport NY 11768

Advisors at this office

2

Most active in

Connecticut · New Jersey · New York · Texas

Work history

1 year of industry experience

JPMorgan Chase BAnk, N.A.

2026 - Present • 1 year

Northport, NY

J.P. Morgan Securities

2026 - Present • 1 year

Northport, NY

Macy's

2025 - 2026 • 1 year

Lake Grove, NY

D. Boral Capital

2025 - 2025 • 1 year

Woodbury, NY

Florida Financial Advisors

2024 - 2024 • 1 year

Remote, FL

Wolf Run Capital

2022 - 2022 • 1 year

Remote, CA

Allied Recovery Solutions Inc

2021 - 2025 • 4 years

Sayville, NY

Blue Tortilla Fresh Mexican Grille

2020 - 2021 • 1 year

Selden, NY

Town of Brookhaven

2019 - 2023 • 4 years

Centereach, NY

Unemployed

2016 - 2019 • 3 years

Selden, NY

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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Kadri A

Series 65

Farmingdale, NY

Financial Gym Advisors

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Private / alternative investments
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Jason H

Series 66

Hauppauge, NY

Oppenheimer

Jason Huang is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019. Prior to that, he was employed at Northwestern Mutual Life Insurance Company and Premier Financial Alliance. Huang serves as board treasurer for Asian American Dream, Inc., a nonprofit organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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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
user avatar

Brian L

Series 65, Series 63

Stamford, CT

Euclid Harding, LLC

Brian Lasher is a financial advisor at Euclid Harding, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to Euclid Harding, he worked at CIG Securities, CIG Asset Management Inc., CIG Capital Advisors, and Rueone Investments. In addition to his advisory work, Lasher is a sole proprietor engaged in fixed insurance sales and service. Euclid Harding, LLC is a small independent registered investment adviser serving individuals, families, trusts, estates, charitable organizations, corporations, and other entities. The firm offers financial planning, consulting, discretionary portfolio management, and qualified retirement plan advice, with an investment process focused on strategic asset allocation and a broad range of instruments.

Wealth management Private / alternative investments Options & derivatives strategies Real estate investing Charitable giving & philanthropy Founder/Business Owner Executive
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Gabriel N

CFA®

Stamford, CT

Tadpole Investments LLC

Gabriel Nardi is a CFA® charterholder based in Stamford, CT, currently serving as the sole advisor at Tadpole Investments LLC. He has prior experience at Third Avenue Management and BlazeRidge LLC. Outside of his advisory work, he is the founder of a software company developing a web-based application to assist book authors. Tadpole Investments LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs cyclical, fundamental, and quantitative analysis with a range of trading strategies, including performance-based fee arrangements for qualified clients.

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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