Donald Hughett is a registered investment advisor, based in Cincinnati, OH, with 27 years of industry experience.
Location
9999 Carver Road, Suite 130, Cincinnati, OH, 45242
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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 dually registered as an investment advisor representative and a registered representative, dedicating about 90% of his time to the former. He is also an insurance agent with Octavia Risk Management LLC, spending about 10-20% of his time on insurance product implementation.
Employment History
Current Registrations
Octavia Wealth Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations12 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.