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Donald Stellin

25 Years of Experience
Traverse City, MI
Broker

Donald Stellin is a registered investment advisor, based in Traverse City, MI, with 25 years of industry experience.

Location

10850 E. Traverse Hwy, Suite 3350, Traverse City, MI, 49684

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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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Employment History
Current Registrations
Hightower Securities, LLCBroker
September 2011 - Present · 15 yrs
Hightower Advisors, LLC
September 2011 - Present · 15 yrs
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
October 2009 - October 2011 · 2 yrs
Stifel, Nicolaus & Company, IncorporatedBroker
October 2009 - October 2011 · 2 yrs
UBS Financial Services INC.
January 2007 - October 2009 · 2 yrs 9 mos
UBS Financial Services INC.Broker
February 2003 - October 2009 · 6 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2002 - January 2003 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - January 2003 · 2 yrs
State Registrations16 states
AZCACOFLGAILINMDMINCNJOHSCTNTXVA
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.
Donald Stellin - Financial Advisor | TrueAdvisor