Donald
Massey
Capital Markets Iq, LLC
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About this Advisor
Donald Massey is a financial advisor operating in Arlington, Texas who has 7 years of relevant experience. Massey works at Capital Markets Iq, LLC. Throughout their career, Massey has worked at Donald David Massey and Capital Markets Iq, LLC. Massey holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Capital Markets Iq, LLC is an advisory firm operating in Arlington, Texas. The investment advisory business has offices in 20 locations and a total of 25 advisors. It oversees $322 million in total assets across its 689 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises seven charities and foundations. Of its 689 customer accounts, just 14% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Capital Markets Iq, LLC offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees largely vary depending on which services are offered. However, fees charged by Capital Markets Iq, LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Markets Iq, LLC Brokerage Details
$322,400,000
25
689
$467,925
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Donald Massey Work History
Donald has been registered as a financial advisor for 7 years.*
Capital Markets Iq, LLC
Donald David Massey
*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 Massey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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