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Donald Wesley Weaver

CRD# 2681429·Registered 1991 - 2023
Previously Registered: Being a previously registered professional could mean that Donald 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.

Professional Summary

Donald Wesley Weaver was a registered financial advisor. Donald was a previously registered financial professional and started their career in finance 1991 - 2023. Donald had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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.

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

35 years in the financial services industry

Current & Past Employments

ARTHUR E SPELLISSY & ASSOCIATES INC·CRD# 106650
RIA
Wayne, PA
April 1, 1991 - September 28, 2023

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Current Firm

AE
ARTHUR E SPELLISSY & ASSOCIATES INC

ARTHUR E SPELLISSY & ASSOCIATES INC | SPELLISSY ARTHUR E & ASSOCIATES INC

CRD#: 106650 / SEC#: 801-3956

Contact Information

Main Address

38 West Avenue Suite 210, Wayne, PA 19087

Phone Number

(610) 293-0700

# of Employees

3

Documents

Latest Form ADV

Part 2 Brochures

ARTHUR E. SPELLISSY & ASSOCIATES FIRM BROCHURE (3/20/2023)

Regulatory Assets Under Management

Total Number of Accounts

82

AUM (Assets Under Management)

$156,156,288

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 1996About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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