Donald J. Campagna

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CRD#: 1059867

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald John Campagna, who also goes by Don Campagna, Donald J Campagna, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1982. Donald had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 53, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Don Campagna | Donald J Campagna

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)Name of Business : NA Address: Stuart, FL Nature of the Business: Trustee Position/Title: Trustee Investment Related:No Start Date: 07/01/2004 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: co-trustee 2. Name of Business: Campagna Address: 6820 SE Harbor Circle, Stuart, FL, 34996, United States Activity Type: Control Person Position/Title: Other (Named Only) Investment Related: Yes Start Date: 01/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. POA, Personal Rep for my spouse, Rebecca Campagna

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 24, 2020 - December 31, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Jupiter, FL

Past

March 9, 2001 - December 31, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

JUPITER, FL

Past

December 10, 1985 - December 1, 2020

PERSONAL PORTFOLIO MANAGEMENT, INC.

RIA

CRD#: 140975

JUPITER, FL

Past

September 10, 1985 - April 20, 2001

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

Past

February 12, 1985 - September 26, 1985

LPL FINANCIAL LLC

CRD#: 6413

Past

March 20, 1984 - February 21, 1985

ASSET MANAGEMENT SECURITIES CORP.

CRD#: 14433

Past

August 26, 1982 - April 19, 1984

LPL FINANCIAL LLC

CRD#: 6413

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MARY ELIZABETH HAAS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RAYMOND JAMES ADVISORY SERVICES

CRD#: 149018 / SEC#: 801-69815

RIA

Registered Investment Advisory firm - (12/23/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/15/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 11/2/2010

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 51

Date: 3/3/2004

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/5/1982

General Securities Principal Examination

Current Firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MARY ELIZABETH HAAS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RAYMOND JAMES ADVISORY SERVICES

CRD#: 149018 / SEC#: 801-69815

RIA

Registered Investment Advisory firm - (12/23/2008 Approved)

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Contact information

Main Address

880 Carillon Parkway, Saint Petersburg, FL 33716

Mailing Address

Phone number

(727) 567-3020

Established

Firm type

Fiscal year end

# of Employees

6,727

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. WRAP BROCHURE (6/30/2025)

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. FIRM BROCHURE (6/30/2025)

Regulatory assets under management

Total Number of Accounts	1,030,208
AUM (Assets Under Management)	$ 344,868,106,925

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/12/2025	Cover Page	Report
08/21/2024	Cover Page	Report
09/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Donald J. Campagna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

PERSONAL PORTFOLIO MANAGEMENT, INC.

INVESTACORP, INC.

LPL FINANCIAL LLC

ASSET MANAGEMENT SECURITIES CORP.

LPL FINANCIAL LLC

Primary Firm SEC Registration

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/15/1986

SIE

Date: 10/1/2018

Series 7

Date: 8/21/1982

Series 53

Date: 11/2/2010

Series 51

Date: 3/3/2004

Series 24

Date: 11/5/1982

Current Firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

TRUST BUT VERIFY

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