Donna M. Teets

ALMANACK INVESTMENT PARTNERS

Wayne, PA 19087

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CRD#: 1102117

Professional summary

Donna M Teets, who also goes by Donna Maria Meckel, Donna Maria Teets, is a registered financial advisor currently at ALMANACK INVESTMENT PARTNERS located in Wayne, Pennsylvania.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Donna has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donna Maria Meckel | Donna Maria Teets

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 OTHER BUSINESS: MCCORMICK CONSUMER TESTING INVESTMENT RELATED: NO ADDRESS: WIGHT AVENUE & PEPPER ROAD HUNT VALLEY, MD NATURE OF BUSINESS: CONSUMER TESTING PROGRAM START DATE: 03/28/2006 POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR APX NUMBER OF HOURS PER WEEK: <1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: AFTER TASTING I COMPLETE A QUESTIONNAIRE BASED ON MY OPINIONS OF THE PRODUCT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna M Teets'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®

None

Experience

Current

April 2, 2024 - Present

ALMANACK INVESTMENT PARTNERS

Office #1: 656 E Swedesford Road Suite 301, Wayne, PA 19087

RIA

CRD#: 282428

Wayne, PA

Past

March 7, 2022 - March 8, 2024

OSAIC FA, INC.

RIA

CRD#: 3978

ELLICOTT CITY, MD

Past

January 3, 2022 - March 8, 2024

OSAIC FA, INC.

CRD#: 3978

ELLICOTT CITY, MD

Past

August 16, 2018 - October 1, 2019

ALMANACK INVESTMENT PARTNERS

RIA

CRD#: 282428

WAYNE, PA

Past

November 1, 2017 - July 5, 2018

CETERA WEALTH SERVICES, LLC

CRD#: 13572

HUNT VALLEY, MD

Past

November 2, 2015 - July 17, 2018

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

Hunt Valley, MD

Past

November 2, 2015 - November 1, 2017

GIRARD SECURITIES, INC.

CRD#: 18697

HUNT VALLEY, MD

Past

January 1, 2001 - October 7, 2016

PSA FINANCIAL ADVISORS INC

RIA

CRD#: 110802

HUNT VALLEY, MD

Past

August 11, 1999 - September 26, 2016

PSA EQUITIES, INC.

CRD#: 15676

HUNT VALLEY, MD

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".

ALMANACK INVESTMENT PARTNERS

CRD#: 282428 / SEC#: 801-107186

RIA

Registered Investment Advisory firm - (2/12/2016 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

Pennsylvania
(4/2/2024)

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

IAR

Series 65

Date: 3/20/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/11/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/17/1999

General Securities Principal Examination

Current Firm

ALMANACK INVESTMENT PARTNERS

CRD#: 282428 / SEC#: 801-107186

RIA

Registered Investment Advisory firm - (2/12/2016 Approved)

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Contact information

Main Address

656 E Swedesford Road Suite 301, Wayne, PA 19087

Mailing Address

Phone number

(484) 580-2277

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALMANACK DISCLOSURE BROCHURE 03312022 (7/9/2025)

Regulatory assets under management

Total Number of Accounts	1,481
AUM (Assets Under Management)	$ 773,350,051

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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Advisor Monitoring

Firm Stability Insights

Donna M. Teets

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna M Teets's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC FA, INC.

OSAIC FA, INC.

ALMANACK INVESTMENT PARTNERS

CETERA WEALTH SERVICES, LLC

UNITED CAPITAL FINANCIAL ADVISORS

GIRARD SECURITIES, INC.

PSA FINANCIAL ADVISORS INC

PSA EQUITIES, INC.

Primary Firm SEC Registration

ALMANACK INVESTMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/20/2000

Series 63

Date: 3/20/2000

SIE

Date: 7/5/2018

Series 7

Date: 8/11/1999

Series 24

Date: 9/17/1999

Current Firm

ALMANACK INVESTMENT PARTNERS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALMANACK INVESTMENT PARTNERS

TRUST BUT VERIFY

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