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Donald H. Plotsky

Castle Hill Capital Partners, Inc.

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About Donald H. Plotsky

Donald H. Plotsky is a financial professional with over 18 years of experience in the industry. Donald is currently registered with Castle Hill Capital Partners, Inc. in New York, New York. Donald has held previous roles at Chalice Capital Partners, LLC in San Diego, California, Legg Mason Investor Services, LLC in Pasadena, California, Legg Mason Wood Walker, Incorporated in Baltimore, Maryland, LM Financial Partners, Inc. in New Orleans, Louisiana, and Spencer Trask Ventures, Inc. in New York, New York. Donald is licensed to conduct business in New York and Utah.

Firm Information

Donald Plotsky is currently registered with Castle Hill Capital Partners, Inc.. Castle Hill Capital Partners, Inc. is a corporation formed in September 1997. They are registered with the SEC and in 39 states, offering investment advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

7

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.

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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Donald Plotsky’s Registration & Firm History

NY

09/03/2020 - Present

Castle Hill Capital Partners, Inc. (NEW YORK NY)

CA

05/16/2018 - 06/29/2020

CHALICE CAPITAL PARTNERS, LLC (SAN DIEGO CA)

CA

04/20/2018 - 04/24/2018

CHALICE CAPITAL PARTNERS, LLC (SAN DIEGO CA)

CA

12/01/2005 - 06/29/2016

LEGG MASON INVESTOR SERVICES, LLC (PASADENA CA)

MD

09/30/2003 - 12/01/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

LA

01/03/2003 - 09/30/2003

LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)

NY

02/08/2002 - 04/03/2002

SPENCER TRASK VENTURES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2004

Series 7 - General Securities Representative Examination

BC

Issued 02/07/2002

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 03/12/1992

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald H. Plotsky.
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