DM
CFP
DM
CFP
Donald Mandeville
17 Years of Experience
Tampa, FL
1 DisclosureBroker
Donald Mandeville is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 17 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
100 N Tampa St, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2016Settled
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2026 - Present · 2 mos
Cetera Investment Services LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
Truist Advisory Services, INC.
March 2021 - March 2026 · 5 yrs
Truist Investment Services, INC.Broker
February 2021 - March 2026 · 5 yrs 1 mo
Bb&t Securities, LLC
January 2018 - March 2021 · 3 yrs 2 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
January 2012 - January 2018 · 6 yrs
Bb&t Investment Services, INC.Broker
January 2012 - January 2018 · 6 yrs
Edward Jones
October 2008 - January 2012 · 3 yrs 3 mos
Edward JonesBroker
October 2008 - January 2012 · 3 yrs 3 mos
State Registrations2 states
ALFL
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.
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