Donna Zanetti, financial advisor Huntingdon Valley PA

Donna Zanetti

CRD Number: 1518208
Current Firm: Pennsylvania Capital Management Inc.

Donna Zanetti (CRD# 1518208) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Huntingdon Valley, PA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Sep 2014 - Current 9
Pennsylvania Capital Management Inc. Willow Grove, PA Mar 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
S65 NASAA Investment Advisors Law Examination Apr 1995
Contact Info for Donna M. Zanetti
Phone Number: 215-881-7700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    572
    MILLIONS
  • Total Number of Accounts
    1,048
    ACCOUNTS
  • Average Account Value
    $546,012
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DE, FL, LA, NH, NJ, NY, PA, TX

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