DS
DS

Donald William Sturniolo

17 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
1,675 clients
Average Client Portfolio
$227K average
Assets Under Management
$379.5M

Fee Structure

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Location

Vero Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Donald teaches T'ai Chi for a minimal time per week and works as a Branch Financial Sales Consultant at PNC Bank full-time. He also works as a financial consultant for Diversified Brokerage Specialist selling life, disability, and fixed annuity products for GWN clients, dedicating a few hours per week.

Employment History
Current Registrations
Latitude Advisors, LLC
February 2011 - Present · 15 yrs
Previous Registrations
Gwn Securities INC.Broker
February 2011 - June 2022 · 11 yrs 4 mos
Edward Jones
October 2008 - January 2011 · 2 yrs 3 mos
Edward JonesBroker
September 2008 - January 2011 · 2 yrs 4 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.