Donald R. Davret

FLOMARTIN SECURITIES

Roslyn, NY

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CRD#: 4565804

Professional summary

Donald Robert Davret is a registered financial advisor currently at FLOMARTIN SECURITIES CORPORATION located in Roslyn, New York.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Donald has worked at 4 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Robert Davret's 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 6, 2023 - Present

FLOMARTIN SECURITIES CORPORATION

RIA

CRD#: 170592

Roslyn, NY

Past

July 23, 2009 - August 25, 2014

SAXONY SECURITIES, INC.

CRD#: 115547

ST. LOUIS, MO

Past

October 29, 2004 - July 27, 2009

EKN FINANCIAL SERVICES INC.

CRD#: 113525

WOODBURY, NY

Past

August 23, 2002 - June 23, 2004

DAVID LERNER ASSOCIATES, INC.

CRD#: 5397

SYOSSET, NY

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

New York
(12/6/2023)

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: 8/18/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/26/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/13/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/22/2002

General Securities Representative Examination

Current Firm

FLOMARTIN SECURITIES CORPORATION

DAVRET, DONALD | FLOMARTIN SECURITIES. CORP. | FLOMARTIN SECURITIES, INC. | FLOMARTIN SECURITIES CORPORATION

CRD#: 170592 / SEC#:

New York

Registered Investment Advisory firm - (8/18/2014 Approved)

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Contact information

Main Address

Morristown, NJ

Mailing Address

Phone number

(516) 234-5490

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 4,400,000

Red Flags

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Donald R. Davret

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Robert Davret's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLOMARTIN SECURITIES CORPORATION

SAXONY SECURITIES, INC.

EKN FINANCIAL SERVICES INC.

DAVID LERNER ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/18/2014

Series 66

Date: 8/26/2005

Series 63

Date: 9/13/2002

Series 7

Date: 8/22/2002

Current Firm

FLOMARTIN SECURITIES CORPORATION

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLOMARTIN SECURITIES CORPORATION

TRUST BUT VERIFY

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