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Donald Sarcone

26 Years of Experience
New York, NY
Broker

Donald Sarcone is a registered investment advisor, based in New York, NY, with 26 years of industry experience.

Location

10 East 39th Street, 11th Floor, New York, NY, 10016

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Donald is a partner at DeSantis Kiefer Shall & Sarcone, LLP, a CPA firm, dedicating full-time hours. He also holds partnership positions in DKS Advisory Group, LLC (rental real estate, mostly administrative) and is a director for Channel Club Tower Condominium Association, Inc., spending minimal time on these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
September 2021 - September 2025 · 4 yrs
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Capital CORP.Broker
June 2000 - October 2019 · 19 yrs 4 mos
Signator Investors, INC.Broker
July 1999 - June 2000 · 11 mos
State Registrations6 states
CTFLNJNYPASC
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Donald Sarcone - Financial Advisor | TrueAdvisor