Donald
Kowalsky

Cambridge Investment Research Advisors, Inc

CRD#274546
Investment Advisor
in Atlanta, GA
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About this Advisor

Donald Kowalsky is a certified financial planner and chartered financial consultant located in Atlanta, Georgia. Currently a registered advisor with Cambridge Investment Research Advisors, Inc, they have accrued a notable 38 years of practice as an investment advisor. Kowalsky maintains a Series 63 license, qualifying the advisor as a securities agent. Kowalsky is registered to advise customers based out of Georgia and Texas. The advisor has gained experience at Kowalsky Agency, Inc, Questar Capital Corp, Questar Asset Management, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors, Inc is headquartered in Atlanta, Georgia, and has 1,728 additional offices in the country. As a registered investment advisory firm, Cambridge Investment Research Advisors, Inc manages $40 billion in assets dispersed across 225,374 accounts and retains more than 2,672 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. The firm manages 196,087 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Cambridge Investment Research Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

38 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

2800 Shallowford Rd
Atlanta, GA 30341

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

GA Average: $9,259,360,772
Total Number of Employees

2,857

GA Average: 166
Total Number of Accounts

276,236

GA Average: 7,189
Average Account Size

$160,469

GA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Donald Kowalsky Work History

Donald has 38 years of experience.

2015 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2015 - Present (4 years)

Cambridge Investment Research, Inc

2008 - 2015 (7 years)

Questar Asset Management

2006 - 2015 (9 years)

Questar Capital Corp

1980 - Present (39 years)

Kowalsky Agency, Inc

Disclosures

Donald Kowalsky has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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