Donald Brosious, financial advisor Colleyville TX

Donald Brosious

CRD Number: 6672433
Current Firm: Heritage Retirement Advisors, LLC

Donald Brosious (CRD# 6672433) is an Investment Advisor Representative working at Heritage Retirement Advisors, LLC in Colleyville, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Heritage Retirement Advisors, LLC Colleyville, TX Jun 2016 - Current 7
Unemployed Keller, TX Feb 2014 - May 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for Donald W. Brosious
Phone Number: 817-503-0100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    180
    MILLIONS
  • Total Number of Accounts
    948
    ACCOUNTS
  • Average Account Value
    $190,391
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

TX

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