Donna
Petrucello

Steward Partners Investment Advisory, LLC

CRD#708769
Investment Advisor
in Dallas, TX

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About this Advisor

Donna Petrucello is a financial advisor based in Dallas, Texas with 4 years of industry experience. Petrucello is currently employed by Steward Partners Investment Advisory, LLC. Over the course of their career, Petrucello has held roles at Morgan Stanley Smith Barney, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC and Steward Partners Investment Solutions, LLC. Petrucello has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to advise clients in Texas. Steward Partners Investment Advisory, LLC is a financial advisory firm based out of New York, NY. The investment advisory business has offices in 45 locations and a total of 363 advisors. It manages $12 billion in assets under management between its 27,637 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 45 charities and foundations. Of its 27,637 customer accounts, 55% are held by high-net-worth individuals who have more than $1 million in investable assets. Steward Partners Investment Advisory, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely are based on which service is provided. Fees billed by Steward Partners Investment Advisory, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1920 Mckinney Avenue Suite 1150
Dallas, TX 75201

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

TX Average: $7,464,549,021
Total Number of Employees

363

TX Average: 88
Total Number of Accounts

27,637

TX Average: 3,892
Average Account Size

$440,314

TX Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Donna Petrucello Work History

Donna has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2019 - Present (5 years)

Steward Partners Investment Advisory, LLC

2019 - Present (5 years)

Steward Partners Global Advisory,LLC

2019 - 2022 (3 years)

Raymond James Financial Services, Inc

2009 - 2019 (10 years)

Morgan Stanley Smith Barney

*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 Donna Petrucello 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 Steward Partners Investment Advisory, LLC

Robert Ibrahim
Somerville, NJ
Russell Woodward
New York, NY
Dino Johnson
Albany, NY
Peter Shanahan
New York, NY
Anthony Cervio
Clearwater, FL
James Nylund
Portland, ME
Alice Winters
New York, NY
Wistar Holt
Saint Louis, MO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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