Donald Cafero, financial advisor Westport CT
96 score

Donald Cafero

CRD Number: 1061517
Current Firm: Investacorp Advisory Services Inc.

Donald Cafero (CRD# 1061517) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Westport, CT and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Investacorp Advisory Services Mia, FL Jan 2016 - Current < 1
Investacorp Inc. Miami, FL Jan 2016 - Current < 1
Highland Capital Brokerage Miami, FL Aug 2008 - Current 8
Nfp Securities, Inc. Austin, TX Aug 2008 - Dec 2015 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford, CT Aug 1998 - Aug 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for Donald A. Cafero
Phone Number: 305-557-3000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,606
    MILLIONS
  • Total Number of Accounts
    6,229
    ACCOUNTS
  • Average Account Value
    $257,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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