Donna Rasile, financial advisor Greenville SC

Donna Rasile

CRD Number: 1084199
Current Firm: Fintrust Capital Advisors, LLC

Donna Rasile (CRD# 1084199) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Fintrust Capital Advisors, LLC Greenville, SC Jul 2020 - Current 3
Greerwalker Wealth Management LLC Charlotte, NC Jan 2003 - Apr 2020 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Donna L. Rasile
Phone Number: 864-288-2849
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,725
    MILLIONS
  • Total Number of Accounts
    2,083
    ACCOUNTS
  • Average Account Value
    $827,962
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, FL, GA, LA, OR, SC, TX

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