Donald Bergis, financial advisor Morgan Hill CA

Donald Bergis

CRD Number: 6427167
Current Firm: Authentikos Wealth Advisory LLC

Donald Bergis (CRD# 6427167) is an Investment Advisor Representative working at Authentikos Wealth Advisory LLC in Morgan Hill, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Authentikos Advisory, LLC Morgan Hill, CA Sep 2021 - Current 2
Authentikos Financial & Insurance Services Morgan Hill, CA Sep 2021 - Current 2
Regent Wealth Advisory, LLC Spring Branch, TX May 2017 - Sep 2021 4
Regent Financial And Insurance Services Morgan Hill, CA Apr 2009 - Sep 2021 12
Global Financial Private Capital, LLC Sarasota, FL Dec 2014 - Sep 2017 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Donald B. Bergis
Phone Number: 877.457.4567
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    132
    MILLIONS
  • Total Number of Accounts
    2,303
    ACCOUNTS
  • Average Account Value
    $57,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

CA, CO, FL, ID, NE, TX, WA

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