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Donald Steven Garduno

Assetmark, Inc.

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About Donald Steven Garduno

Donald Steven Garduno is a registered investment advisor representative with Assetmark, Inc., based in Phoenix, Arizona. Donald has been in the financial services industry since 2017 and holds both Series 7 and 66 licenses. Donald has worked for a number of firms including Equitable Advisors, LLC and Vanguard Marketing Corporation. Donald specializes in working with individuals, families, and small businesses to provide financial advice and guidance. Donald is passionate about helping clients achieve their financial goals, and is committed to providing personalized and objective advice.

Firm Information

Donald Garduno is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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 Garduno’s Registration & Firm History

AZ

04/11/2022 - Present

Assetmark, Inc. (Phoenix AZ)

AZ

11/06/2020 - 07/15/2021

EQUITABLE ADVISORS, LLC (SCOTTSDALE AZ)

AZ

01/21/2020 - 03/31/2020

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

NM

07/19/2017 - 11/20/2018

THORNBURG SECURITIES CORPORATION (SANTA FE NM)

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Licenses & Designations

BOTH

Issued 04/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Donald Steven Garduno. Review regulatory record here.
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