George C. Don

SIGNET FINANCIAL MANAGEMENT

Miami, FL

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CRD#: 5602201

Professional summary

George Christopher Don, CFP®, who also goes by George Don, is a registered financial advisor currently at SIGNET FINANCIAL MANAGEMENT, LLC located in Miami, Florida.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. George has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George Don

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.

Independent Insurance Agent; Not Investment-Related; 6001 Southwest 96th Avenue, Miami, FL 33173; Insurance Sales; Licensed Insurance Agent; 10/2010; Two Hours Per Month; Two Hours During Securities Trading Hours; Presenting and Selling Insurance Products and Solutions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Christopher Don'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

March 25, 2022 - Present

SIGNET FINANCIAL MANAGEMENT, LLC

RIA

CRD#: 105310

Miami, FL

Past

November 18, 2013 - May 21, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CORAL GABLES, FL

Past

November 14, 2013 - May 21, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CORAL GABLES, FL

Past

May 9, 2013 - November 26, 2013

MORGAN STANLEY

CRD#: 149777

CORAL GABLE, FL

Past

May 8, 2013 - November 26, 2013

MORGAN STANLEY

RIA

CRD#: 149777

CORAL GABLE, FL

Past

November 16, 2010 - April 19, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

MIAMI, FL

Past

November 5, 2010 - April 19, 2012

LPL FINANCIAL LLC

CRD#: 6413

MIAMI, FL

Past

June 8, 2010 - August 16, 2010

EDWARD JONES

RIA

CRD#: 250

MIAMI, FL

Past

May 21, 2010 - August 16, 2010

EDWARD JONES

CRD#: 250

MIAMI, 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".

SIGNET FINANCIAL MANAGEMENT, LLC

JOSHUA LAUREN & CO INC | SIGNET FINANCIAL MANAGEMENT, LLC | SIGNET FINANCIAL MANAGEMENT OF SWFL, LLC | KRASNEY FINANCIAL, LLC

CRD#: 105310 / SEC#: 801-31294

RIA

Registered Investment Advisory firm - (1/15/1988 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

Florida
(3/25/2022)

IAR

Texas
(11/29/2022)

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 66

Date: 6/5/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/5/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/2010

General Securities Representative Examination

Current Firm

SIGNET FINANCIAL MANAGEMENT, LLC

JOSHUA LAUREN & CO INC | SIGNET FINANCIAL MANAGEMENT, LLC | SIGNET FINANCIAL MANAGEMENT OF SWFL, LLC | KRASNEY FINANCIAL, LLC

CRD#: 105310 / SEC#: 801-31294

RIA

Registered Investment Advisory firm - (1/15/1988 Approved)

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Contact information

Main Address

400 Interpace Parkway, Building C 2nd Floor, Parsippany, NJ 07054

Mailing Address

Phone number

(973) 543-6660

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNET DISCLOSURE BROCHURE AND PRIVACY POLICY (3/19/2025)

Regulatory assets under management

Total Number of Accounts	1,907
AUM (Assets Under Management)	$ 1,058,245,741

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.

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Firm Stability Insights

George C. Don

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Christopher Don's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

MORGAN STANLEY

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

SIGNET FINANCIAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/5/2010

Series 7TO

Date: 12/5/2022

SIE

Date: 10/1/2018

Series 7

Date: 5/20/2010

Current Firm

SIGNET FINANCIAL MANAGEMENT, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIGNET FINANCIAL MANAGEMENT, LLC

TRUST BUT VERIFY

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