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Donald Clifford Hurwitz

Greenbelt Investment Advisors, LLC

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About Donald Clifford Hurwitz

Donald Hurwitz is a registered investment advisor representative with Greenbelt Investment Advisors, LLC. Donald has been in the industry since 1997 and has experience with a variety of investment products and services. Donald Hurwitz is also a professor of management at Austin Community College and a lecturer at Texas State University. Donald Hurwitz works with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Donald Hurwitz provides financial planning and portfolio management services.

Firm Information

Donald Hurwitz is currently registered with Greenbelt Investment Advisors, LLC. Greenbelt Investment Advisors, LLC is an investment advisor based in Round Rock, TX. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Greenbelt Investment Advisors, LLC manages approximately $134,578,405 in regulatory assets under management. They have a team of 3 licensed agents and 5 investment advisor representatives.
Greenbelt Investment Advisors, LLC

100 E MAIN STREET

ROUND ROCK, TX 78664

$134.58M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Hurwitz’s Registration & Firm History

TX

12/07/2010 - Present

Greenbelt Investment Advisors, LLC (ROUND ROCK TX)

TX

01/26/2011 - 02/25/2011

SUNBELT SECURITIES, INC. (HOUSTON TX)

TX

02/01/2008 - 12/31/2010

EVOLVE SECURITIES, INC. (DALLAS TX)

TX

02/06/2006 - 04/30/2008

AFS BROKERAGE, INC. (AUSTIN TX)

TX

01/02/2004 - 02/03/2006

SWS FINANCIAL SERVICES (AUSTIN TX)

NY

09/15/1997 - 01/06/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 09/19/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2005

Series 24 - General Securities Principal Examination

BC

Issued 04/10/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/03/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/17/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 09/10/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Clifford Hurwitz.
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