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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
DM

Donna Marie Behler

Florida·CRD #2770361
Dual-registered

Dual-registered at POST OAK PRIVATE WEALTH ADVISORS

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Hourly
Minimum
$1.0M
View profile
DM

Donna Marie Cunningham

Delaware·CRD #2315056
Dual-registered

Dual-registered at BRYN MAWR TRUST ADVISORS, LLC

Experience
24 yrs
States
1
Exams
8
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
DM

Donna Marie Delgado

New Jersey·CRD #5015344
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
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DM

Donna Marie Gaudy

Connecticut·CRD #7052274
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
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DM

Donna Marie Gora

Florida·CRD #1888548
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Commission / Flat Fee
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DM

Donna Marie Gurreri

Pennsylvania·CRD #7852246
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
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DM

Donna Marie Loro

California·CRD #2499704
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Commission / Flat Fee
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DM

Donna Marie Wegmann

California·CRD #1281245
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
29 yrs
States
3
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Donna Matlack Woytek

Pennsylvania·CRD #1877567
Dual-registered

Dual-registered at GIBRALTAR WEALTH MANAGEMENT, LLC

Experience
34 yrs
States
1
Exams
6
Since
1992
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DM

Donna M Di Ianni

Colorado·CRD #1159997
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
43 yrs
States
2
Exams
7
Since
1983
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Donna M Doody

New York·CRD #1342202
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
41 yrs
States
2
Exams
3
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Donna Michelle Freeney

Florida·CRD #2179943
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
1
Exams
8
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DM

Donna M Luna De La Fuente

California·CRD #1233452
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
40 yrs
States
4
Exams
8
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Donna M McMullen

Florida·CRD #2777291
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Donna M Teets

Pennsylvania·CRD #1102117
Dual-registered

Dual-registered at ALMANACK INVESTMENT PARTNERS

Experience
24 yrs
States
1
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
DM

Donna M Yvanek

Connecticut·CRD #1100236
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
24 yrs
States
4
Exams
4
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
DP

Donna Pfau McKenzie Grimm

Florida·CRD #1771511
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
37 yrs
States
2
Exams
6
Since
1989
Est. fee
AUM / Commission / Flat Fee
View profile
DP

Donna P Young

California·CRD #3073595
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
DS

Donna S Tettenhorst

Missouri·CRD #6343415
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
DS

Donna Sue Jenkins

Iowa·CRD #4183142
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DS

Donna Sue Menza

New York·CRD #2180093
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
35 yrs
States
2
Exams
5
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DS

Donna Sullivan

Delaware·CRD #2211093
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
33 yrs
States
4
Exams
9
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
DV

Donna V Stricklin

Alabama·CRD #6574705
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
10 yrs
States
15
Exams
3
Since
2016
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
DW

Donna Watson Rowell

Alabama·CRD #6717376
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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