Darnel Webster
Professional summary
Darnel Webster, who also goes by Don Webster, is a registered financial advisor currently at WEATHERVANE ASSET MANAGEMENT LLC located in New York , New York and PHX FINANCIAL, INC. located in New York, New York.
Darnel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Darnel has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Darnel Webster's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 22, 2026 - Present
WEATHERVANE ASSET MANAGEMENT LLC
Office #1: 100 Wall Street Ste 2101, New York , NY 10005January 20, 2023 - Present
PHX FINANCIAL, INC.
Office #1: 100 Wall Street Suite 2101, New York, NY 10005Primary Firm SEC Registration
WEATHERVANE ASSET MANAGEMENT LLC
CRD#: 312424 / SEC#: 801-120286
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/20/2025)
(3/10/2023)
(3/10/2023)
(5/14/2024)
(5/7/2024)
(11/20/2023)
(4/7/2026)
(6/18/2023)
(2/17/2023)
(5/22/2026)
(8/22/2025)
(5/7/2024)
(5/7/2026)
(4/1/2026)
(6/20/2023)
(5/7/2024)
(10/15/2025)
Exams
Series 7TO
Date: 1/20/2023
General Securities Representative ExaminationFINRA
Current Firm
WEATHERVANE ASSET MANAGEMENT LLC
CRD#: 312424 / SEC#: 801-120286
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 260,305,649 |
Red Flags
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