Donna Petrucello is a registered investment advisor, based in Dallas, TX, with 43 years of industry experience.
Location
1920 McKinney Avenue, Suite 1150, Dallas, TX, 75201
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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.
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Donna is an owner of Park Cities Group, where she works as a financial advisor. She dedicates minimal time to this activity.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Advisory, LLC
March 2019 - Present · 7 yrs 4 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
March 2019 - May 2022 · 3 yrs 2 mos
Morgan Stanley
June 2009 - March 2019 · 9 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2019 · 9 yrs 9 mos
Citigroup Global Markets INC.
September 2008 - June 2009 · 9 mos
Citigroup Global Markets INC.Broker
March 2007 - June 2009 · 2 yrs 3 mos
UBS Financial Services INC.Broker
September 2005 - March 2007 · 1 yr 6 mos
Prudential Equity Group, LLCBroker
May 1986 - March 2004 · 17 yrs 10 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
March 1981 - May 1986 · 5 yrs 2 mos
Thomson Mckinnon Securities INC.Broker
May 1980 - December 1980 · 7 mos
State Registrations27 states
ARAZCACOCTFLGAILINLAMDMIMONCNJNVNYOHOKORPAPRTNTXVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.