Donald Ballai, financial advisor Ringoes NJ

Donald Ballai

CRD Number: 4420362
Current Firm: South Lane Wealth Management LLC

Donald Ballai (CRD# 4420362) is an Investment Advisor Representative working at South Lane Wealth Management LLC in Ringoes, NJ and has over 22 years of experience in the finance industry.

Similar Advisors
Frank Speace, financial advisor Ringoes NJ
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Gregory Abbracciamento, financial advisor Ringoes NJ
Gregory J. Abbracciamento
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
John Abbracciamento, financial advisor Ringoes NJ
John A. Abbracciamento
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
South Lane Wealth Management LLC West Windsor, NJ May 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Donald A. Ballai
Phone Number: 609-468-9010
Registered State(s):
  • NJ
  • PA
  • TX
Current Firm Details
South Lane Wealth Management LLC
Firm's CRD Number: 167439
By the Numbers
  • Total Assets Under Management
    43
    MILLIONS
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $399,621
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

NJ, PA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.