Donald Dorr is a CFP-designated registered investment advisor, based in Albany, NY, with 22 years of industry experience.
Location
2 Wall Street, Albany, NY, 12205
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Services LLCBroker
May 2025 - Present · 1 yr
Cetera Investment Advisers LLC
May 2025 - Present · 1 yr
Previous Registrations
LPL Financial LLC
May 2022 - May 2025 · 3 yrs
LPL Financial LLCBroker
May 2022 - May 2025 · 3 yrs
CUNA Brokerage Services, INC.
July 2015 - May 2022 · 6 yrs 10 mos
CUNA Brokerage Services, INC.Broker
June 2015 - May 2022 · 6 yrs 11 mos
Wells Fargo Advisors, LLC
April 2010 - June 2015 · 5 yrs 2 mos
Wells Fargo Advisors, LLCBroker
April 2010 - June 2015 · 5 yrs 2 mos
CUNA Brokerage Services, INC.
October 2005 - March 2010 · 4 yrs 5 mos
CUNA Brokerage Services, INC.Broker
October 2003 - March 2010 · 6 yrs 5 mos
Nylife Securities INC.Broker
August 2003 - October 2003 · 2 mos
State Registrations25 states
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Exams
No exam information available for this advisor.