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Donald Husi

HURON TRANSACTION ADVISORY LLC
New York, NY 10036
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CRD#: 6924228
DH

Professional summary


Donald Husi is a registered financial professional currently at HURON TRANSACTION ADVISORY LLC located in New York, New York.

Donald is registered as a RR (Registered Representative) and started their career in finance in 2019. Donald has worked at 2 firms and has passed the Series 79TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Donald Husi'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

July 29, 2024 - Present

HURON TRANSACTION ADVISORY LLC

Office #1: 1166 Avenue Of The Americas 3rd Floor, New York, NY 10036
BD
CRD#: 166959
New York, NY
Past

May 14, 2019 - August 2, 2022

B. C. ZIEGLER AND COMPANY

BD
CRD#: 61
NASHVILLE, TN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 79TO
Date: 5/14/2019
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm


HT
HURON TRANSACTION ADVISORY LLC
HURON CORPORATE FINANCE LLC | HURON TRANSACTION ADVISORY LLC

CRD#: 166959 / SEC#: , 8-69237

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
550 West Van Buren Street, Suite 1700, Chicago, IL 60607
Mailing Address
550 West Van Buren Street, Suite 1700, Chicago, IL 60607
Phone number
(312) 583-8700
Established
Delaware since 01/30/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
HURON CONSULTING GROUP HOLDINGS LLCPARENT
BODINE, JOHN MICHAELPRINCIPAL, EXECUTIVE REPRESENTATIVE4790936
CALDER-KATZ, HOPE ELLENSECRETARY8015749
LENART, BRIAN DOUGLASFINOP, CFO, PFO/POO, CCO, AMLCO736107

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


HURON TRANSACTION ADVISORY LLC

CRD#: 166959New York, NY 10036

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