Unclaimed Profile

Donald Ashley Butcher

SEVEN HILLS FINANCIAL, LLC·TALLAHASSEE, Florida

SIE, Series 7, Series 31, Series 65, Series 66CFPClean record19 years registeredSEVEN HILLS FINANCIAL, LLC

410 EAST 6TH AVENUE, TALLAHASSEE, FL 32303CRD# 5025170Firm CRD# 143190

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Ashley Butcher · TALLAHASSEE, FL

Registration

CRD #5025170 · SEVEN HILLS FINANCIAL, LLC · 19 years registered

Brand Profile

Not yet started

Career History

SEVEN HILLS FINANCIAL, LLC

May 2018 – present

WELLS FARGO CLEARING SERVICES, LLC

Dec 2014 – May 2018

TALLAHASSEE, FL

INVEST FINANCIAL CORPORATION

Mar 2008 – Dec 2014

TALLAHASSEE, FL

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – Nov 2007

TALLAHASSEE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 65

Series 66

Registration record

First registered · April 17, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEVEN HILLS FINANCIAL, LLC

CRD 143190 · SEC 801-129414

AUM

$107M

Regulatory assets under management

Employees

504 client accounts

Services offered by SEVEN HILLS FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SEVEN HILLS FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Ashley Butcher offer?

Donald Ashley Butcher specializes in Financial Planning, Investment Management. Contact their office in TALLAHASSEE, Florida for a consultation.

What are Donald Ashley Butcher's credentials?

Donald Ashley Butcher holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Donald Ashley Butcher located?

Donald Ashley Butcher is based in TALLAHASSEE, Florida, working with SEVEN HILLS FINANCIAL, LLC. Their office serves clients in the TALLAHASSEE metropolitan area and surrounding communities.

How does Donald Ashley Butcher charge for services?

Donald Ashley Butcher's firm is compensated through percentage of aum, hourly charges, other: third-party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEVEN HILLS FINANCIAL, LLC?

SEVEN HILLS FINANCIAL, LLC has approximately 4 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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