Donna Cabrisses (CRD# 5013385) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ashburn, VA and has over 18 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suntrust Investment Services Inc. | Atlanta, GA | Jul 2018 - Current | 5 |
| Suntrust Bank | Ashburn, VA | Jul 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith | Reston, VA | Apr 2017 - Jul 2018 | 1 |
| Unemployed/retired | Mclean, VA | Aug 2016 - Apr 2017 | < 1 |
| Merrill Lynch Pierce Fener And Smith | Leesburg, VA | Nov 2014 - Jul 2016 | 1 |
| Merrill Lynch Pierce Fener And Smith | Reston, VA | Jan 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- VA
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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