Donald SavinoCRD Number: 1405800
Current Firm: Private Advisor Group, LLC
Donald Savino (CRD# 1405800) is an Investment Advisor Representative working at Private Advisor Group, LLC in Rochester, NY and has over 31 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Private Advisor Group, LLC||Morristown, NJ||Aug 2012 - Current||5|
|Lpl Financial, LLC||Rochester, NY||Dec 2007 - Current||9|
|H&r Block Financial Advisors, Inc.||Rochester, NY||Jan 2003 - Dec 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management10,642MILLIONS
Total Number of Accounts48,558ACCOUNTS
Average Account Value$219,167
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops