Donald Streett, financial advisor Boise ID
90 score

Donald Streett

CRD 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.

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Company Name Location Dates Years
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
Citigroup Warren, NJ Jan 2007 - Jun 2007 < 1
Byu Provo, UT Sep 2006 - Dec 2006 < 1
Byu Provo, UT May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Donald T. Streett
Phone Number: 208-433-1200
Registered State(s):
  • CA
  • ID
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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