Unclaimed
Donald Richard Lamuth is a financial advisor associated with Silver Leaf Partners, LLC based in New York, NY. Donald joined the firm on July 14, 2015, and has over 20 years of experience in the financial services industry. Donald's professional designations include holding a Series 7 and Series 63 licenses, and he is registered in New York and Pennsylvania. Prior to his current role, Donald was employed at KINGSBURY CAPITAL LLC, ACGM, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
1
2
NY
07/14/2015 - Present
Silver Leaf Partners, LLC (NEW YORK NY)
IL
08/12/2013 - 12/31/2014
KINGSBURY CAPITAL LLC (EVANSTON IL)
NY
01/28/2005 - 07/23/2012
ACGM, INC. (NEW YORK NY)
NY
08/10/1995 - 07/14/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Lamuth is the right advisor for you? Invested Better is here to help.