Donnie Sweat
Donnie Sweat is a registered investment advisor at Cetera Investment Advisers LLC, based in Wrightsville, GA, with 27 years of industry experience. Donnie 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
8659 S. Marcus St, Wrightsville, GA, 31096
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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
Donnie is involved in various business activities, including tax preparation/accounting through multiple entities, rental property management, and insurance sales. He dedicates nearly full-time hours to Sweat & Harrison LLC, and also spends time on other accounting/tax preparation businesses, insurance sales, and board positions.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cfs Brokerage CORP.Broker
State Registrations15 states
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