DV
DV

Donald Vujnovich

27 Years of Experience
White Plains, NY
BrokerSells Insurance

Donald Vujnovich is a registered investment advisor at Wells Fargo Advisors, based in White Plains, NY, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

399 Knollwood Rd, 208 2nd Floor, White Plains, NY, 10603

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Donald is involved in several business activities. He works with Horizon Wealth Managers LLC focusing on non-variable insurance, dedicating minimal time. He also works as a financial advisor for Watermark Life, focusing on non-variable insurance, dedicating about 10-20% of his time. Finally, he works with Horizon Wealth Managers as a DBA for LPL business, dedicating nearly full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2025 - Present · 11 mos
Wells Fargo Advisors
June 2025 - Present · 11 mos
Previous Registrations
LPL Financial LLC
July 2020 - June 2025 · 4 yrs 11 mos
LPL Financial LLCBroker
June 2020 - June 2025 · 5 yrs
Morgan Stanley
December 2015 - July 2020 · 4 yrs 7 mos
Morgan StanleyBroker
December 2015 - July 2020 · 4 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2015 · 3 yrs 2 mos
J.P. Morgan Securities LLC
October 2012 - December 2015 · 3 yrs 2 mos
Chase Investment Services CORP.
September 2010 - October 2012 · 2 yrs 1 mo
Chase Investment Services CORP.Broker
September 2010 - October 2012 · 2 yrs 1 mo
Wells Fargo Advisors, LLC
July 2003 - September 2010 · 7 yrs 2 mos
Wells Fargo Advisors, LLCBroker
July 2003 - September 2010 · 7 yrs 2 mos
Prudential Securities Incorporated
November 2000 - July 2003 · 2 yrs 8 mos
Prudential Securities IncorporatedBroker
November 2000 - July 2003 · 2 yrs 8 mos
Dean Witter Reynolds INC.Broker
April 1998 - November 2000 · 2 yrs 7 mos
State Registrations22 states
AZCACOCTFLGAILMAMDMENCNJNVNYOHORPARISCTXVAVT
AdvisorBrokerBoth

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.