Donald J. Travo

DESTINATION WEALTH MANAGEMENT

Walnut Creek, CA 94597

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CRD#: 7148884

Professional summary

Donald James Travo, who also goes by Donald James Trave, Don Travo, is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Donald has worked at 4 firms and has passed the Series 65 and Series 66 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donald James Trave | Don Travo

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 James Travo'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®

None

Experience

Current

January 11, 2023 - Present

DESTINATION WEALTH MANAGEMENT

Office #1: 1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597

RIA

CRD#: 110365

Walnut Creek, CA

Past

November 17, 2020 - January 19, 2021

BCR WEALTH STRATEGIES

RIA

CRD#: 119670

VESTAVIA, AL

Past

March 9, 2020 - July 14, 2020

STONEX ADVISORS INC.

RIA

CRD#: 174182

Tuscaloosa, AL

Past

November 7, 2019 - December 31, 2019

CAPITAL WEALTH STRATEGIES LLC

RIA

CRD#: 304869

Tuscaloosa, AL

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".

DESTINATION WEALTH MANAGEMENT

DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT

CRD#: 110365 / SEC#: 801-53077

RIA

Registered Investment Advisory firm - (10/11/1996 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

California
(1/11/2023)

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: 10/4/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/17/2018

Uniform Combined State Law Examination

Current Firm

DESTINATION WEALTH MANAGEMENT

DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT

CRD#: 110365 / SEC#: 801-53077

RIA

Registered Investment Advisory firm - (10/11/1996 Approved)

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Contact information

Main Address

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597

Mailing Address

Phone number

(925) 935-2900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESTINATION WEALTH MANAGEMENT, ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	5,732
AUM (Assets Under Management)	$ 4,145,050,618

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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Donald J. Travo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald James Travo's CRS (Customer Relationship Summary).

Certified licenses

Experience

DESTINATION WEALTH MANAGEMENT

BCR WEALTH STRATEGIES

STONEX ADVISORS INC.

CAPITAL WEALTH STRATEGIES LLC

Primary Firm SEC Registration

DESTINATION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/4/2019

Series 66

Date: 5/17/2018

Current Firm

DESTINATION WEALTH MANAGEMENT

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESTINATION WEALTH MANAGEMENT

TRUST BUT VERIFY

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