Donovan Seguritan
Donovan Seguritan is a ChFC-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 21 years of industry experience. Donovan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
2423 E. Lincoln Drive, Phoenix, AZ, 85016
Get directionsHistory
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 Activities
Donovan owns rental property in Peoria, Arizona, since 2012. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
Woodbury Financial Services, INC.Broker
State Registrations53 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.
Exams
More Advisors
- Dane Breslo, CFPSchwab Wealth Advisory, INC.
- Thomas Travaglini, CFPSchwab Wealth Advisory, INC.
- Treva Ziemba, CFPSchwab Wealth Advisory, INC.
- Connor HutchinsonSchwab Wealth Advisory, INC.
- Daniel Martin, CFPSchwab Wealth Advisory, INC.
- Ammiel Banayat, CFPSchwab Wealth Advisory, INC.