Philip A. Donatelli

Some features on this profile are disabled

CRD#: 1940645

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.

Philip Andru Donatelli, ChFC®, CLU®, who also goes by Dru Donatelli, was a registered financial professional .

Philip is a previously registered financial professional and started their career in finance in 2000. Philip had worked at 6 firms and has passed the Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Dru Donatelli

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.

NAME OF BUSINESS: LAW OFFICE OF PHILIP ANDRU DONATELLI BUSINESS IS NOT INVESTMENT-RELATED ADDRESS: SAN FRANCISCO, CA NATURE OF BUSINESS: LEGAL SERVICES POSITION: SOLE PROPRIETORSHIP START DATE AT CURRENT LOCATION: AUGUST 2015 APPROXIMATE NUMBER OF HOURS/MONTH: 12-16 NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 1-4 DUTIES: ATTORNEY, GENERAL CIVIL PRACTICE

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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Past

November 30, 2020 - April 4, 2025

HOXTON WEALTH USA LLC

RIA

CRD#: 307387

BARSHA HEIGHTS, DUBAI,

Past

August 16, 2007 - November 28, 2011

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

March 28, 2006 - July 5, 2007

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

July 14, 2004 - March 17, 2006

ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612

MINNEAPOLIS, MN

Past

March 7, 2003 - July 9, 2004

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

December 19, 2000 - March 14, 2003

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

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".

HOXTON WEALTH USA LLC

CRD#: 307387 / SEC#: 801-123553

RIA

Registered Investment Advisory firm - (3/29/2022 Approved)

California

Registered Investment Advisory firm - (5/4/2022 Terminated)

Illinois

Registered Investment Advisory firm - (4/4/2022 Terminated)

Michigan

Registered Investment Advisory firm - (4/12/2022 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/12/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/30/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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: 12/18/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/14/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/14/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

HOXTON WEALTH USA LLC

CRD#: 307387 / SEC#: 801-123553

RIA

Registered Investment Advisory firm - (3/29/2022 Approved)

California

Registered Investment Advisory firm - (5/4/2022 Terminated)

Illinois

Registered Investment Advisory firm - (4/4/2022 Terminated)

Michigan

Registered Investment Advisory firm - (4/12/2022 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/12/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/30/2022 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

101 Hudson Street 21st Floor, Jersey City, NJ 07302

Mailing Address

111 Congress Ave Suite 500, Austin, TX 78701

Phone number

(737) 249-9620

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOXTON WEALTH USA LLC ADV ADV PART 2A BROCHURE (6/24/2025)

Regulatory assets under management

Total Number of Accounts	1,150
AUM (Assets Under Management)	$ 469,959,308

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Philip A. Donatelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

JOHN HANCOCK DISTRIBUTORS LLC

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

ALLIANZ LIFE FINANCIAL SERVICES, LLC

NATIONAL PLANNING CORPORATION

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Primary Firm SEC Registration

HOXTON WEALTH USA LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/18/2000

Series 6

Date: 12/14/2000

Series 26

Date: 5/14/2001

Current Firm

HOXTON WEALTH USA LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HOXTON WEALTH USA LLC

TRUST BUT VERIFY

Similar Advisors