Donald Alde Joyal
Professional Summary
Donald Alde Joyal, who also goes by Joyal, is a registered financial advisor currently at FLAGSHIP WEALTH ADVISORS, LLC. located in Wakefield, Massachusetts and OSAIC WEALTH, INC. located in Hingham, Massachusetts. Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Donald has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joyal
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
FLAGSHIP ADVISORS LLC | FLAGSHIP WEALTH ADVISORS, LLC. | FLAGSHIP FINANCIAL ADVISORS, LLC
Contact Information
Main Address
301 Edgewater Place Suite 400, Wakefield, MA 01880Phone Number
(800) 631-9997# of Employees
7SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
765AUM (Assets Under Management)
$748,622,409Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
FLAGSHIP ADVISORS LLC | FLAGSHIP WEALTH ADVISORS, LLC. | FLAGSHIP FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
(2/13/2004)
(3/7/2001)
(1/31/2008)
(3/7/2001)
(9/2/2011)
(3/7/2001)
(6/23/2015)
(11/16/2021)
(6/6/2022)
(11/10/2004)
(9/11/2007)
(3/7/2001)
(12/9/2014)
(12/21/2018)
(5/19/2022)
(3/2/2023)
(3/7/2001)
(3/7/2001)
(1/31/2008)
(3/7/2001)
(1/5/2007)
(3/10/2022)
(5/19/2016)
(3/13/2007)
(3/9/2001)
(8/31/2011)
(1/28/2022)
(5/6/2016)
(8/5/2019)
(9/10/2007)
(9/11/2007)
(12/23/2013)
(4/2/2014)
(10/15/2012)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1994About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Donald Alde Joyal's CRS (Customer Relationship Summary).
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