David Michael Donato
Professional Summary
David Michael Donato, who also goes by David Donato, is a registered financial advisor currently at LEO BROKERAGE, LLC located in Edison, New Jersey. David is registered as a RR (Registered Representative) and started their career in finance in 2006. David has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Donato
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
ADVANCED FINANCIAL SERVICES | WILSON WEALTH MANAGEMENT | SENIOR FINANCIAL SERVICES | ROCKWALL WEALTH MANAGEMENT | MIKE MILLS WEALTH MANAGEMENT | MEDINA INVESTMENTS | LEO BROKERAGE, LLC | KMR FINANCIAL GROUP | KMR FINANCIAL | INVESTMENT AND ASSET PLANNING | HUTTO RETIREMENT ADVISORS, LLC | DARYL CURTIS WEALTHBUILDERS | CORPORATE PENSIONS COMPANY | CORPORATE PENSIONS | BUTLER FREEMAN TALLY FINANCIAL GROUP, LLC | BUTLER FREEMAN TALLY FINANCIAL GROUP | BFT FINANCIAL GROUP, LLC
Contact Information
Main Address
860 Airport Freeway, Suite 402, Hurst, TX 76054Mailing Address
860 Airport Freeway, Suite 402, Hurst, TX 76054Phone Number
(817) 354-1090Established
Texas since 01/01/2000Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (14 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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State Registrations and Notice Filings
(1/12/2025)
(5/15/2024)
(4/5/2024)
(11/17/2023)
(4/26/2024)
(3/7/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2023About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2006About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Michael Donato's CRS (Customer Relationship Summary).
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