Donald E. Cleven

WEDGE CAPITAL MANAGEMENT LLP

CHARLOTTE, NC 28202-6002

Some features on this profile are disabled

CRD#: 3215070

Professional summary

Donald Eric Cleven, who also goes by Donald E Cleven, is a registered financial advisor currently at WEDGE CAPITAL MANAGEMENT LLP located in Charlotte, North Carolina.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Donald has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donald E Cleven

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.

I am an investor in Queen City Soccer Club, LLC, a North Carolina Limited Liability Company. Queen City Soccer Club owns the Charlotte Independence, a minor league soccer team in the United Soccer League. My minority stake began in Q4 2016. It requires zero hours of my time. Queen City Soccer Club, LLC 210 East Trade Street, Suite E42 Charlotte, NC 28202

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Eric Cleven'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

November 20, 2014 - Present

WEDGE CAPITAL MANAGEMENT LLP

Office #1: 301 South College Street #3800, Charlotte, NC 28202-6002

RIA

CRD#: 106234

CHARLOTTE, NC

Past

July 22, 2009 - October 24, 2014

LMCG INVESTMENTS, LLC

RIA

CRD#: 149936

BOSTON, MA

Past

August 29, 2008 - August 13, 2009

MUNDER LEE INVESTMENTS LTD

RIA

CRD#: 108440

BOSTON, MA

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".

WEDGE CAPITAL MANAGEMENT LLP

CRD#: 106234 / SEC#: 801-29479

RIA

Registered Investment Advisory firm - (3/31/1987 Approved)

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

North Carolina
(11/20/2014)

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

Current Firm

WEDGE CAPITAL MANAGEMENT LLP

CRD#: 106234 / SEC#: 801-29479

RIA

Registered Investment Advisory firm - (3/31/1987 Approved)

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

301 South College Street #3800, Charlotte, NC 28202-6002

Mailing Address

Phone number

(704) 334-6475

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEDGE CAPITAL MANAGMENT L.L.P. FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	227
AUM (Assets Under Management)	$ 7,652,000,000

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.

Similar Advisors

David Thompson

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

Jon Hoyle

INNOVATION PARTNERS LLC

Charlotte, NC

Andrew Digirolamo

PFS INVESTMENTS INC.

Charlotte, NC

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Donald E. Cleven

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Eric Cleven's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEDGE CAPITAL MANAGEMENT LLP

LMCG INVESTMENTS, LLC

MUNDER LEE INVESTMENTS LTD

Primary Firm SEC Registration

WEDGE CAPITAL MANAGEMENT LLP

State Registrations and Notice Filings

Exams

Current Firm

WEDGE CAPITAL MANAGEMENT LLP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEDGE CAPITAL MANAGEMENT LLP

TRUST BUT VERIFY

Similar Advisors