Donald R. Schreiber

WBI INVESTMENTS

Red Bank, NJ 07701

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CRD#: 1076885

Professional summary

Donald Robert Schreiber, CFP®, who also goes by Don Schreiber, Donald Robert Schreiber Jr, Donald Robert Jr Schreiber, is a registered financial advisor currently at WBI INVESTMENTS, LLC located in Red Bank, New Jersey and HARTSHORNE GROUP, LLC located in Red Bank, New Jersey.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Donald has worked at 13 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7, Series 24, Series 53 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Schreiber | Donald Robert Schreiber Jr | Donald Robert Jr Schreiber

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.

MR. DONALD SCHREIBER CURRENTLY SERVES AS THE CEO OF WBI INVESTMENTS, INC., (START 9/1984) AND HARTSHORNE GROUP, INC. (START 4/2008). BOTH ENTITIES ARE SEC REGISTERED INVESTMENT ADVISORS. MR. SCHREIBER ALSO SERVES AS THE CEO OF MILLINGTON SECURITIES INC., A DUALLY REGISTERED BD/RIA. MR. SCHREIBER IS ALSO A TRUSTEE FOR ABSOLUTE SHARES TRUST, WHICH WAS CREATED BY MILLINGTON SECURITIES IN JUNE 2014 FOR THE PURPOSE OF LAUNCHING EXCHANGE TRADED FUNDS. HE ALSO SERVES AS: CEO OF ADVISOR TOOLBOX, INC., A COMPANY INVOLVED WITH SOFTWARE DEVELOPMENT AND MANUFACTURING (START 7/2005); THE SOLE MEMBER OF WBI TECHNOLOGIES LLC, A FINANCIAL SERVICES-RELATED SOFTWARE AND INTELLECTUAL PROPERTY ENTITY (START 05/2018); A MANAGING MEMBER OF DARK HORSE TRANSPORT LLC, A PASSIVE BUSINESS ACTIVITY CREATED TO FACILITATE A LONG TERM EQUIPMENT LEASE (08/2014); CEO OF WBI TRADING COMPANY, INC. (START 8/2011), WHICH IS THE PARENT COMPANY TO MILLINGTON SECURITIES, INC.; A LIMITED PARTNER OF RANSIER BAY PARTNERS, L.P. (START 01/2000) AND DIRECTOR OF RANSIER BAY TRADING CO. (START 01/2000), BOTH ESTATE PLANNING VEHICLES. ALL ENTITIES ARE LOCATED AT 331 NEWMAN SPRINGS ROAD, RED BANK, NEW JERSEY, 07701. WBI INVESTMENTS, INC., MILLINGTON SECURITIES, INC. and HARTSHORNE GROUP, INC. ARE INVESTMENT-RELATED BUSINESSES. MR. SCHREIBER MAY BE COMPENSATED FOR THESE OUTSIDE ACTIVITIES, HOWEVER MR. SCHREIBER'S ROLES AND RESPONSIBILITIES ACROSS ALL OF THESE BUSINESSES DO NOT CONFLICT WITH EACH OTHER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Robert Schreiber's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Experience

Current

May 4, 2006 - Present

WBI INVESTMENTS, LLC

Office #1: One River Centre - 331 Newman Springs Road Suite 105, Red Bank, NJ 07701

RIA

CRD#: 106336

Red Bank, NJ

Current

October 12, 2009 - Present

HARTSHORNE GROUP, LLC

Office #1: One River Centre - 331 Newman Springs Road Suite 105, Red Bank, NJ 07701

RIA

CRD#: 150897

Red Bank, NJ

Past

November 24, 2014 - February 19, 2015

MILLINGTON SECURITIES, INC.

RIA

CRD#: 147298

RED BANK, NJ

Past

January 14, 2014 - December 31, 2021

MILLINGTON SECURITIES, INC.

CRD#: 147298

RED BANK, NJ

Past

May 10, 2011 - June 16, 2014

RAYMOND C. FORBES & CO., INC.

CRD#: 33090

NEW YORK, NY

Past

March 8, 2011 - May 11, 2011

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

January 1, 2004 - December 31, 2004

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

January 1, 1996 - January 1, 2004

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

July 13, 1988 - January 1, 1996

WEALTH BUILDERS EQUITY CORPORATION

CRD#: 22152

Past

June 10, 1988 - June 30, 1988

FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.

CRD#: 16201

Past

January 2, 1988 - April 8, 1988

MML INVESTORS SERVICES, LLC

CRD#: 10409

Past

November 16, 1984 - June 21, 1988

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

Past

June 2, 1983 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

Past

December 21, 1982 - November 2, 1984

SUMMIT EQUITIES, INC.

CRD#: 11039

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".

WBI INVESTMENTS, LLC

WBI INVESTMENTS | WEALTH BUILDERS INC | WBI INVESTMENTS, LLC | WBI INVESTMENTS, INC. | WBI INVESTMENTS INC.

CRD#: 106336 / SEC#: 801-22873

RIA

Registered Investment Advisory firm - (3/12/1985 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(8/12/2009)

IAR

New Jersey
(5/4/2006)

IAR

Texas
(1/20/2010)

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: 6/23/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/11/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/17/2013

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 12/7/1990

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 4/3/1989

Financial and Operations Principal Examination

Current Firm

WBI INVESTMENTS, LLC

WBI INVESTMENTS | WEALTH BUILDERS INC | WBI INVESTMENTS, LLC | WBI INVESTMENTS, INC. | WBI INVESTMENTS INC.

CRD#: 106336 / SEC#: 801-22873

RIA

Registered Investment Advisory firm - (3/12/1985 Approved)

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Contact information

Main Address

One River Centre - 331 Newman Springs Road Suite 105, Red Bank, NJ 07701

Mailing Address

One River Centre - 331 Newman Springs Road Suite 143, Red Bank, NJ 07701

Phone number

(732) 842-4920

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WBI ADV BROCHURE (5/30/2025)

Regulatory assets under management

Total Number of Accounts	1,328
AUM (Assets Under Management)	$ 552,633,525

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Donald R. Schreiber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Robert Schreiber's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARTSHORNE GROUP, LLC

MILLINGTON SECURITIES, INC.

MILLINGTON SECURITIES, INC.

RAYMOND C. FORBES & CO., INC.

QUASAR DISTRIBUTORS, LLC

CETERA ADVISORS LLC

IFG NETWORK SECURITIES, INC.

WEALTH BUILDERS EQUITY CORPORATION

FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.

MML INVESTORS SERVICES, LLC

JOHN HANCOCK DISTRIBUTORS LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

SUMMIT EQUITIES, INC.

Primary Firm SEC Registration

WBI INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/23/2015

Series 65

Date: 11/11/1993

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/18/1982

Series 24

Date: 12/17/2013

Series 53

Date: 12/7/1990

Series 27

Date: 4/3/1989

Current Firm

WBI INVESTMENTS, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WBI INVESTMENTS, LLC

TRUST BUT VERIFY

Contact information

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