Petru Donisanu

FRANKLIN MADISON PRIVATE WEALTH

Pittsburgh, PA 15206

Some features on this profile are disabled

CRD#: 7206341

Professional summary

Petru Donisanu, who also goes by Peter Donisanu, is a registered financial advisor currently at FRANKLIN MADISON PRIVATE WEALTH located in Pittsburgh, Pennsylvania.

Petru is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Petru has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Donisanu

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 Petru Donisanu'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

January 2, 2020 - Present

FRANKLIN MADISON PRIVATE WEALTH

Office #1: 6425 Living Place, Suite 200, Pittsburgh, PA 15206

RIA

CRD#: 306838

Pittsburgh, PA

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

New York
(5/12/2022)

IAR

Pennsylvania
(1/2/2020)

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: 9/22/2018

Uniform Investment Adviser Law Examination

Current Firm

FRANKLIN MADISON PRIVATE WEALTH

FRANKLIN MADISON ADVISORS | FRANKLIN MADISON PRIVATE WEALTH | FRANKLIN MADISON ADVISORS, INC

CRD#: 306838 / SEC#:

New York

Registered Investment Advisory firm - (5/12/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/2/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6425 Living Place, Suite 200, Pittsburgh, PA 15206

Mailing Address

Phone number

(412) 204-6711

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 24,846,026

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.

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

IAR

Sewickley (wexford), PA

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

Edmund Vilsack

JANNEY MONTGOMERY SCOTT LLC

IAR

Canonsburg, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Petru Donisanu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Petru Donisanu's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRANKLIN MADISON PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/2018

Current Firm

FRANKLIN MADISON PRIVATE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FRANKLIN MADISON PRIVATE WEALTH

TRUST BUT VERIFY

Similar Advisors