Donald Bergis, financial advisor Morgan Hill CA
90 score

Donald Bergis

CRD Number: 6427167
Current Firm: Regent Wealth Advisory, LLC

Donald Bergis (CRD# 6427167) is an Investment Advisor Representative working at Regent Wealth Advisory, LLC in Morgan Hill, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Global Financial Private Capital, LLC Sarasota, FL Dec 2014 - Current 3
Regent Financial And Insurance Services Morgan Hill, CA Apr 2009 - Current 9
Life Agent - Self Employed Gilroy, CA Jan 2006 - Apr 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Donald B. Bergis
Phone Number: 877.457.4567
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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