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Donna M Teets

Investment Adviser Representative at ALMANACK INVESTMENT PARTNERS

Newtown Square, PACRD #1102117Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Pennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/20/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 3/20/2000
SIE
Securities Industry Essentials Examination
Passed 7/5/2018
Series 7
General Securities Representative Examination
Passed 8/11/1999
Series 24
General Securities Principal Examination
Passed 9/17/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Almanack Investment Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALMANACK INVESTMENT PARTNERSCurrent
4/2/2024Newtown Square, PA
LINCOLN FINANCIAL ADVISORS CORPORATION
3/7/20223/8/2024Ellicott City, MD
ALMANACK INVESTMENT PARTNERS
8/16/201810/1/2019Wayne, PA
UNITED CAPITAL FINANCIAL ADVISERS
11/2/20157/17/2018Hunt Valley, MD
PSA FINANCIAL ADVISORS INC
1/1/200110/7/2016Hunt Valley, MD

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donna M Teets has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Donna M Teets - Financial Advisor in Newtown Square, PA | AdvisorFinder