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Donald Ashley Butcher

Donald A. Butcher

SEVEN HILLS FINANCIAL
Tallahassee, FL 32303
Some features on this profile are disabled
CRD#: 5025170
Donald Ashley Butcher

Professional summary


Donald Ashley Butcher, CFP® is a registered financial advisor currently at SEVEN HILLS FINANCIAL, LLC located in Tallahassee, Florida.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Donald has worked at 5 firms and has passed the Series 65, Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

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.
1/1/2023 - Present -- Capital Collaborative Group -- 557 Rawls Road, Tallahassee, Florida 32313 -- Mr. Butcher is self-employed as a Financial Neutral to assist in marital distribution decisions related to divorce -- Not Investment Related -- Up to 10-hours a month devoted to this business -- Services are usually offered after business trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Donald Ashley Butcher'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®
CFP®

Start date: 2019

Experience


Current

May 30, 2018 - Present

SEVEN HILLS FINANCIAL, LLC

Office #1: 410 East 6th Avenue, Tallahassee, FL 32303
RIA
CRD#: 143190
Tallahassee, FL
Past

December 18, 2014 - May 30, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
TALLAHASSEE, FL
Past

December 5, 2014 - May 30, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
TALLAHASSEE, FL
Past

March 20, 2008 - December 9, 2014

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
TALLAHASSEE, FL
Past

March 14, 2008 - December 9, 2014

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
TALLAHASSEE, FL
Past

April 17, 2007 - November 21, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
TALLAHASSEE, FL
Past

April 2, 2007 - November 21, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
TALLAHASSEE, FL
Past

March 21, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
TALLAHASSEE, FL

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".
SH
SEVEN HILLS FINANCIAL, LLC
SEVEN HILLS FINANCIAL DESIGN GROUP, LLC | SEVEN HILLS FINANCIAL, LLC

CRD#: 143190 / SEC#: 801-129414

RIA
Registered Investment Advisory firm - (1/22/2024 Approved)
Florida
Registered Investment Advisory firm - (2/14/2024 Terminated)
Georgia
Registered Investment Advisory firm - (2/16/2024 Terminated)

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
Florida
(5/30/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/27/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/13/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 5/25/2007
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


SH
SEVEN HILLS FINANCIAL, LLC
SEVEN HILLS FINANCIAL DESIGN GROUP, LLC | SEVEN HILLS FINANCIAL, LLC

CRD#: 143190 / SEC#: 801-129414

RIA
Registered Investment Advisory firm - (1/22/2024 Approved)
Florida
Registered Investment Advisory firm - (2/14/2024 Terminated)
Georgia
Registered Investment Advisory firm - (2/16/2024 Terminated)
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Contact information


Main Address
410 East 6th Avenue, Tallahassee, FL 32303
Mailing Address
Phone number
(850) 219-6699
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts594
AUM (Assets Under Management)$ 149,105,232

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


SEVEN HILLS FINANCIAL, LLC

CRD#: 143190Tallahassee, FL 32303

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