Donald Marcontell is a registered investment advisor, based in Stamford, CT, with 3 years of industry experience.
Location
2200 Atlantic Street, Suite 200, Stamford, CT, 06902
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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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Donald is working to invest in residential real estate properties, prospecting real estate and making offers for purchase. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Newedge Securities, LLCBroker
February 2026 - Present · 3 mos
New Edge Wealth
February 2026 - Present · 3 mos
Previous Registrations
New Edge Wealth
February 2026 - February 2026 · 0 mos
Newedge Securities, LLCBroker
February 2026 - February 2026 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2024 - January 2026 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2024 - January 2026 · 1 yr 8 mos
Equitable Advisors, LLC
July 2023 - April 2024 · 9 mos
Equitable Advisors, LLCBroker
September 2022 - April 2024 · 1 yr 7 mos
State Registrations7 states
ARCOFLLANMOKTX
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.