Donald Schreiber is a CFP-designated registered investment advisor at Hartshorne Group, LLC, based in Red Bank, NJ, with 41 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CyWealth does not directly manage investments. Instead, they refer clients to investment managers like WBI Investments and other unaffiliated managers. CyWealth receives a portion of the fees charged by these managers as a referral fee, typically ranging from 0.25% to 1.00% of the assets managed by the referred manager. The investment manager's fees are separate from CyWealth's consulting fees.
Location
One River Centre - 331 Newman Springs Road, Suite 105, Red Bank, NJ, 07701
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
Donald is the CEO of WBI Investments, Inc., Hartshorne Group, Inc., and Millington Securities Inc., all SEC registered investment advisors. He also holds various leadership positions in other companies related to software development, financial services, transportation, and estate planning.
Employment History
Current Registrations
Hartshorne Group, LLC
Wbi Investments, LLC
Previous Registrations
Millington Securities, INC.
Millington Securities, INC.Broker
Raymond C. Forbes & CO., INC.Broker
Quasar Distributors, LLCBroker
Multi-Financial Securities CorporationBroker
Ifg Network Securities, INC.Broker
Wealth Builders Equity CorporationBroker
First of Philadelphia Investment Group, INC.Broker
MML Investors Services, INC.Broker
Manequity, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Summit Equities, INC.Broker
State Registrations2 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.