Unclaimed Profile

Davis Domingo Aldana

PERENNIAL INVESTMENT ADVISORS, LLC·LOS ANGELES, California

SIE, Series 7, Series 9, Series 31, Series 66Clean record18 years registeredPERENNIAL INVESTMENT ADVISORS, LLC

11620 WILSHIRE BOULEVARD, LOS ANGELES, CA 90025CRD# 5436125Firm CRD# 286477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Davis Domingo Aldana · LOS ANGELES, CA

Registration

CRD #5436125 · PERENNIAL INVESTMENT ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jan 2023 – present

PERENNIAL FINANCIAL SERVICES

Aug 2022 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Aug 2022

SEAL BEACH, CA

UBS FINANCIAL SERVICES INC.

Jan 2008 – Oct 2009

LONG BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 31

Series 66

Registration record

First registered · January 4, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERENNIAL INVESTMENT ADVISORS, LLC

CRD 286477 · SEC 801-110619

AUM

$1.5B

Regulatory assets under management

Employees

2,590 client accounts

Services offered by PERENNIAL INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PERENNIAL INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Davis Domingo Aldana offer?

Davis Domingo Aldana specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Davis Domingo Aldana's credentials?

Davis Domingo Aldana is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Davis Domingo Aldana located?

Davis Domingo Aldana is based in LOS ANGELES, California, working with PERENNIAL INVESTMENT ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Davis Domingo Aldana charge for services?

Davis Domingo Aldana's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERENNIAL INVESTMENT ADVISORS, LLC?

PERENNIAL INVESTMENT ADVISORS, LLC has approximately 34 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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