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DW

Donald R. Wise

ARISTOTLE CAPITAL MANAGEMENT
SALEM, NH
CRD#: 4430905
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DW
Donald Richard WiseARISTOTLE CAPITAL MANAGEMENT

Professional summary

Donald Richard Wise, CIMA®, who also goes by Donald Richard Wise III, is a registered financial advisor currently at ARISTOTLE CAPITAL MANAGEMENT, LLC located in Salem, New Hampshire and FORESIDE FINANCIAL SERVICES, LLC located in Newport Beach, California.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Donald has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Donald Richard Wise Iii

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.
The advisor shows no other business activity.

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CRS (Client Relationship Summary) - RIA

Click below to view Donald Richard Wise'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

June 25, 2026 - Present

ARISTOTLE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 109876
SALEM, NH
Current

June 17, 2026 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 840 Newport Center Drive Suite 700, Newport Beach, CA 92660
BD
CRD#: 148477
Newport Beach, CA
Past

February 24, 2015 - April 27, 2026

MORGAN STANLEY

RIA
CRD#: 149777
Manchester, NH
Past

February 20, 2015 - April 27, 2026

MORGAN STANLEY

BD
CRD#: 149777
Manchester, NH
Past

September 19, 2005 - October 13, 2014

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA
CRD#: 106435
BOSTON, MA
Past

September 14, 2005 - December 31, 2010

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA
CRD#: 105790
BOSTON, MA
Past

June 24, 2005 - October 13, 2014

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

July 22, 2003 - February 11, 2005

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

August 9, 2001 - November 18, 2002

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

August 9, 2001 - November 18, 2002

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, 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".
AC
ARISTOTLE CAPITAL MANAGEMENT, LLC
ARISTOTLE | REED CONNER & BIRDWELL LLC | REED CONNER & BIRDWELL | ARISTOTLE CAPITAL MANAGEMENT, LLC

CRD#: 109876 / SEC#: 801-60014

RIA
Registered Investment Advisory firm - (2/8/2001 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
California
(6/25/2026)
RR
Connecticut
(6/17/2026)
RR
Maine
(6/17/2026)
RR
Massachusetts
(6/17/2026)
RR
New Hampshire
(6/17/2026)
IAR
New Hampshire
(6/25/2026)
RR
Rhode Island
(6/17/2026)
RR
Vermont
(6/17/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/13/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/11/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/20/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/8/2001
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AC
ARISTOTLE CAPITAL MANAGEMENT, LLC
ARISTOTLE | REED CONNER & BIRDWELL LLC | REED CONNER & BIRDWELL | ARISTOTLE CAPITAL MANAGEMENT, LLC

CRD#: 109876 / SEC#: 801-60014

RIA
Registered Investment Advisory firm - (2/8/2001 Approved)
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Contact information

Main Address
11100 Santa Monica Blvd Suite 1700, Los Angeles, CA 90025-0449
Mailing Address
Phone number
(310) 478-4005
Established
Firm type
Fiscal year end
# of Employees
170

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACM FORM ADV PART 2A (3/19/2026)

Regulatory assets under management

Total Number of Accounts5,169
AUM (Assets Under Management)$ 43,543,321,650

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.

Company Information

ARISTOTLE CAPITAL MANAGEMENT, LLC

CRD#: 109876Salem, NH

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