Donald Charles Bertucio
Professional Summary
Donald Charles Bertucio is a registered financial advisor currently at GRANDFUND INVESTMENT GROUP, LLC located in Reno, Nevada. Donald is registered as a RR (Registered Representative) and started their career in finance in 2007. Donald has worked at 1 firm and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
GRANDFUND INVESTMENT GROUP, LLC
Contact Information
Main Address
12500 Fieldcreek Lane, Reno, NV 89511Mailing Address
12500 Fieldcreek Lane, Reno, NV 89511Phone Number
(509) 961-0670Established
Pennsylvania since 01/01/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BERTUCIO, DONALD CHARLES | CEO/CHIEF COMPLIANCE OFFICER | 1314696 |
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/20/2007)
(8/12/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Donald Charles Bertucio's CRS (Customer Relationship Summary).
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