Donald
Sawyer
Integrated Advisors Network LLC
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About this Advisor
Donald Sawyer is a financial advisor based out of Denver, Colorado with a total of 4 years of industry experience. Sawyer works at Integrated Advisors Network LLC. Over the course of their career, Sawyer has held roles at Morgan Stanley & Co., Inc, Morgan Stanley Private Bank, National Association, Mountain Capital Investment Advisors, Integrated Advisors Network, LLC Dba Sawyer Capital and Redefine Investment Advisors. Sawyer maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in California and Colorado. Integrated Advisors Network LLC is a registered investment firm that has its headquarters in Dallas, TX. It has offices in 39 locations and a total of 81 employees. It handles $4 billion in assets across its 11,258 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 40 charitable organizations. Of its 11,258 customer accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which services are provided. Fees billed by Integrated Advisors Network LLC can be comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Advisors Network LLC Brokerage Details
$3,553,521,550
81
11,258
$315,644
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Donald Sawyer Work History
Donald has been registered as a financial advisor for 4 years.*
Integrated Advisors Network, LLC Dba Sawyer Capital
Redefine Investment Advisors
Mountain Capital Investment Advisors
Morgan Stanley Private Bank, National Association
Morgan Stanley & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Sawyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrated Advisors Network LLC
Dallas, TX
Springfield, MO
Dallas, TX
Hartford, CT
Dallas, TX
Mount Airy, MD
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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