Donald Cafero is a ChFC-designated registered investment advisor, based in Summit, NJ, with 42 years of industry experience.
Location
475 Springfield Ave, Summit, NJ, 07901
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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 works as a point of sale/wholesale specialist in the insurance business, dedicating nearly full-time hours to it. He also acts as a landlord for Cafero Real Estate, spending minimal time on it, and works as an insurance broker for The Cafero Group, spending a few hours per week on insurance sales.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Tlg Advisors, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp, INC.Broker
Investacorp Advisory Services INC
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.