Donald Gleason
Donald Gleason is a registered investment advisor at Cetera Investment Advisers LLC, based in Smithtown, NY, with 43 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Smithtown, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is an insurance agent selling life, health, disability, and long-term care insurance since 2019. He is also a financial advisor with North Ridge Wealth Planning LLC, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
North Ridge Securities CORP.Broker
Linsco/private Ledger CORP.Broker
Ws Griffith Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations2 states
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