Donald StreettCRD Number: 5448626
Current Firm: Clearwater Advisors, LLC
Donald Streett (CRD# 5448626) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 6 years of experience in the finance industry.
Buffington Mohr Mcneal
American Independent Securities Group, LLC
Rathbone Warwick Investment Management
|Wtas||Los Angeles, CA||Nov 2009 - Current||8|
|Vspring Capital||Salt Lake City, UT||Jun 2009 - Aug 2009||< 1|
|Byu||Provo, UT||Sep 2008 - Apr 2009||< 1|
|Wtas||San Francisco, CA||Jun 2008 - Aug 2008||< 1|
|Merrill Financial Associates||Provo, UT||Sep 2007 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
Total Assets Under Management7,161MILLIONS
Total Number of Accounts130ACCOUNTS
Average Account Value$55,087,250
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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