PD
Philip Donato Capriotti
CRD 6694357
Firms
| Firm | Role | As of |
|---|---|---|
| Donato Wealth Management, Pllc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Donato Wealth Management, Pllc
Managing Member/Ceo/Chief Compliance Officer · 75% or more · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗