Donald C. Hurwitz

GREENBELT INVESTMENT ADVISORS

ROUND ROCK, TX 78664

Some features on this profile are disabled

CRD#: 2934017

Professional summary

Donald Clifford Hurwitz, who also goes by Donny Hurwitz, is a registered financial advisor currently at GREENBELT INVESTMENT ADVISORS, LLC located in Round Rock, Texas.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Donald has worked at 8 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donny Hurwitz

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.

MAY RECEIVE COMPENSATION FOR CONDUCTING INSURANCE BUSINESS, INCLUDING LIFE INSURANCE. DEVOTES LESS THAN 5% OF HIS TIME TO THIS ACTIVITY. DONALD HURWITZ SERVES AS MANAGER FOR THE 1823 FORTVIEW LLC. THIS LLC IS OWNED BY THE DONALD C. HURWITZ TRUST OF WHICH DONALD HURWITZ IS THE 100% BENEFICIARY. DONALD HURWITZ MANAGES THE LLC'S OWNED REAL ESTATE ASSETS. APPROXIMATELY 10 HOURS PER MONTH WILL BE SPENT ON THIS ROLE (MINIMALLY DURING BUSINESS HOURS) AND SOME INCOME MAY BE PASSED DIRECTLY THROUGH TO DONALD HURWITZ. LECTURER AT TEXAS STATE UNIVERSITY. BUSINESS IS NOT INVESTMENT-RELATED. DEVOTES A TOTAL OF 20 HOURS, IN WHICH 15 HOURS PER WEEK ARE DURING BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Clifford Hurwitz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

December 7, 2010 - Present

GREENBELT INVESTMENT ADVISORS, LLC

Office #1: 100 E Main Street Suite 101, Round Rock, TX 78664

RIA

CRD#: 155704

ROUND ROCK, TX

Past

January 26, 2011 - February 25, 2011

SUNBELT SECURITIES, INC.

CRD#: 42180

HOUSTON, TX

Past

February 1, 2008 - December 31, 2010

EVOLVE SECURITIES, INC.

CRD#: 127474

DALLAS, TX

Past

February 6, 2006 - April 30, 2008

AFS BROKERAGE, INC.

CRD#: 25924

AUSTIN, TX

Past

February 17, 2005 - January 27, 2011

EVOLVE INVESTMENT ADVISORS

RIA

CRD#: 131714

AUSTIN, TX

Past

January 30, 2004 - March 31, 2006

TREATY OAK INVESTMENT ADVISORS, INC.

RIA

CRD#: 114882

AUSTIN, TX

Past

January 2, 2004 - December 31, 2004

MOMENTUM INDEPENDENT NETWORK INC.

RIA

CRD#: 17587

AUSTIN, TX

Past

January 2, 2004 - February 3, 2006

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

AUSTIN, TX

Past

September 16, 1997 - January 6, 2004

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

AUSTIN, TX

Past

September 15, 1997 - January 6, 2004

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

GREENBELT INVESTMENT ADVISORS, LLC

CRD#: 155704 / SEC#: 801-126059

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

California

Registered Investment Advisory firm - (8/14/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/15/2022 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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(12/7/2010)

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: 9/19/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 10/17/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/10/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/2/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 4/10/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 4/3/2000

General Securities Sales Supervisor - Options Module Examination

Current Firm

GREENBELT INVESTMENT ADVISORS, LLC

CRD#: 155704 / SEC#: 801-126059

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

California

Registered Investment Advisory firm - (8/14/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/15/2022 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

100 E Main Street Suite 101, Round Rock, TX 78664

Mailing Address

Phone number

(800) 617-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART II PART 2A (3/24/2025)

ASSET MANAGEMENT PROGRAM-FS2 WRAP ACCOUNT BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	409
AUM (Assets Under Management)	$ 151,370,451

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Eric Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Jeffrey Weeks

ATX PORTFOLIO ADVISORS, LLC

IAR

Austin, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Donald C. Hurwitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Clifford Hurwitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUNBELT SECURITIES, INC.

EVOLVE SECURITIES, INC.

AFS BROKERAGE, INC.

EVOLVE INVESTMENT ADVISORS

TREATY OAK INVESTMENT ADVISORS, INC.

MOMENTUM INDEPENDENT NETWORK INC.

MOMENTUM INDEPENDENT NETWORK INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

GREENBELT INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/19/1997

Series 63

Date: 9/15/1997

Series 31

Date: 10/17/1997

Series 7

Date: 9/10/1997

Series 24

Date: 12/2/2005

Series 10

Date: 4/10/2000

Series 9

Date: 4/3/2000

Current Firm

GREENBELT INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENBELT INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors