Donald M. Purcell

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CRD#: 2641990

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.

Donald Michael Purcell, who also goes by Don Purcell, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1995. Donald had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Don Purcell

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.) DON PURCELL CPA - PRESIDENT/DIRECTOR - TEACHING & COACHING - INVERNESS, FL - SINCE 01/1990 - NOT INVESTMENT RELATED 2.) DON PURCELL INSURANCE - AGENT - INSURANCE SALES AND SERVICE - WINTER SPRINGS, FL - SINCE 10/1995 - INVESTMENT RELATED 3.) STEWARDSHIP ADVISORY GROUP, LLC - STEWARDSHIP COACH - REGISTERED INVESTMENT ADVISOR - CLERMONT, FL - SINCE 03/2014 - INVESTMENT RELATED 4.) STEWARDSHIP LEGACY COACHING, LLC - REPRESENTATIVE - COACHING SERVICES ON THE STEWARDSHIP OF FAMILY LEGACY AND BUSINESS LEGACY - CLERMONT, FL - SINCE 02/2013 - NOT INVESTMENT RELATED 6.) PURCELL FAMILY TRUST - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY(E.G. POA, TRUSTEE, EXECUTOR) - INVERNESS, FL - SINCE 09/2020 - INVESTMENT RELATED 7.) DON PURCELL, RESPONDENT - RESPONDENT - RESPONDING TO SURVEYS, CLINICAL TRIALS - INVERNESS, FL - SINCE 12-2020 - NOT INVESTMENT RELATED 8.) DON PURCELL - AGENT/REPRESENTATIVE - NON-VARIABLE INSURANCE - CLERMONT, FL - SINCE 07/1996 - INVESTMENT RELATED

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®

None

Experience

Past

April 9, 2013 - January 17, 2025

STEWARDSHIP ADVISORY GROUP, LLC

RIA

CRD#: 165710

CLERMONT, FL

Past

March 14, 2013 - March 26, 2014

STEWARDSHIP LEGACY COACHING, LLC

RIA

CRD#: 123640

OCOEE, FL

Past

February 25, 2011 - October 2, 2014

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

CLERMONT, FL

Past

February 25, 2011 - February 3, 2025

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

CLERMONT, FL

Past

May 17, 2010 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

OCOEE FL, FL

Past

May 17, 2010 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

OCOEE, FL

Past

June 1, 2005 - May 19, 2010

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WINTER SPRINGS, FL

Past

June 1, 2005 - May 19, 2010

EQUITABLE ADVISORS, LLC

CRD#: 6627

WINTER SPRINGS, FL

Past

August 7, 1996 - June 1, 2005

MONY SECURITIES CORPORATION

RIA

CRD#: 4386

MAITLAND, FL

Past

August 7, 1996 - June 1, 2005

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

August 9, 1995 - August 28, 1996

HOCHMAN & BAKER SECURITIES, INC.

CRD#: 19949

STAMFORD, CT

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".

STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA

Registered Investment Advisory firm - (3/5/2013 Approved)

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

IAR

Series 65

Date: 2/1/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/3/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/1995

General Securities Representative Examination

Current Firm

STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA

Registered Investment Advisory firm - (3/5/2013 Approved)

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Contact information

Main Address

17011 S.r. 50 Suite 203, Clermont, FL 34711

Mailing Address

Phone number

(407) 470-1405

Established

Firm type

Fiscal year end

# of Employees

187

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/12/2025)

Regulatory assets under management

Total Number of Accounts	1,108
AUM (Assets Under Management)	$ 261,000,000

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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Firm Stability Insights

Donald M. Purcell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STEWARDSHIP LEGACY COACHING, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MONY SECURITIES CORPORATION

MONY SECURITIES CORPORATION

HOCHMAN & BAKER SECURITIES, INC.

Primary Firm SEC Registration

STEWARDSHIP ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2001

Series 63

Date: 8/3/1995

SIE

Date: 10/1/2018

Series 7

Date: 8/8/1995

Current Firm

STEWARDSHIP ADVISORY GROUP, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP ADVISORY GROUP, LLC

TRUST BUT VERIFY

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