Dante DonofrioCRD Number: 871708
Current Firm: Prudential Financial Planning Services
Dante Donofrio (CRD# 871708) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mayfield Heights, OH and has over 15 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|Pruco Securities LLC||Mayfield, OH||May 2013 - Current||4|
|The Prudential Insurance Company Of America||Mayfield, OH||May 2013 - Current||4|
|Mutual Of America Life Insurance Company||Akron, OH||Jan 2009 - May 2013||4|
|Mutual Of America Securities Corporation||Akron, OH||Jan 2009 - May 2013||4|
|Arbor Court Capital LLC||Cleveland, OH||Nov 2007 - May 2013||5|
|Life Settlement Insights LLC||Cleveland, OH||Aug 2007 - May 2013||5|
|Mutual Of America Life Insurance Company||Akron, OH||Dec 2007 - Dec 2008||1|
|Mutual Of America Securities Corporation||Akron, OH||Dec 2007 - Dec 2008||1|
|Allstate Insurance Company||Bay Village, OH||Mar 2007 - Aug 2007||< 1|
|Donofrio & Associates||Bay Village, OH||Mar 2007 - Aug 2007||< 1|
|Fidelity Brokerage Services LLC||Woodmere Village, OH||Jan 2005 - Feb 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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