Donald NeidhartCRD Number: 345714
Current Firm: Securities America Advisors, Inc.
Donald Neidhart (CRD# 345714) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mercer Island, WA and has over 33 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|Securities America, Inc.||Mercer Island, WA||Nov 2020 - Current||1|
|Securities America Advisors, Inc.||Mercer Island, WA||Nov 2020 - Current||1|
|Kms Financial Services, Inc.||Seattle, WA||Jul 1973 - Nov 2020||47|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1988|
Total Assets Under Management45,429MILLIONS
Total Number of Accounts211,800ACCOUNTS
Average Account Value$214,492
- 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
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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