DG
DG
Donald Giello
29 Years of Experience
The Woodlands, TX
2 Disclosures
Donald Giello is a registered investment advisor at Dbg Capital Advisors, LLC, based in The Woodlands, TX, with 29 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$167K average
Assets Under Management
$1.0M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
The Woodlands, TX
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 1999Settled
Customer Dispute
May 1999Award / Judgment
Employment History
Current Registrations
Dbg Capital Advisors, LLC
July 2008 - Present · 17 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
April 2008 - July 2008 · 3 mos
Cibc Oppenheimer CORP.Broker
April 1992 - December 1998 · 6 yrs 8 mos
Lehman Brothers INC.Broker
September 1989 - April 1992 · 2 yrs 7 mos
Rotan Mosle INC.Broker
January 1989 - October 1989 · 9 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
November 1987 - February 1989 · 1 yr 3 mos
Swink & Company, INC.Broker
September 1987 - December 1987 · 3 mos
The Stuart-James Company, INC.Broker
April 1987 - June 1987 · 2 mos
State Registrations1 state
TX
Advisor
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.
Exams
No exam information available for this advisor.