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Donna J. Guinta

FOURTHOUGHT FINANCIAL PARTNERS, LLC.·VENICE, Florida
SIE, Series 6, Series 26, Series 63Clean recordFOURTHOUGHT FINANCIAL PARTNERS, LLC.
310 W. VENICE AVENUE, VENICE, FL 34285CRD# 4411214Firm CRD# 323060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donna J. Guinta · VENICE, FL
Registration
CRD #4411214 · FOURTHOUGHT FINANCIAL PARTNERS, LLC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FOURTHOUGHT FINANCIAL PARTNERS, LLC.
CRD 323060 · SEC 801-126759
AUM
$1.3B
Regulatory assets under management
Employees
21
3,791 client accounts
Services offered by FOURTHOUGHT FINANCIAL PARTNERS, LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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04

Frequently Asked Questions

What services does Donna J. Guinta offer?
Donna J. Guinta specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VENICE, Florida for a consultation.
What are Donna J. Guinta's credentials?
Donna J. Guinta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna J. Guinta located?
Donna J. Guinta is based in VENICE, Florida, working with FOURTHOUGHT FINANCIAL PARTNERS, LLC.. Their office serves clients in the VENICE metropolitan area and surrounding communities.
How does Donna J. Guinta charge for services?
Donna J. Guinta's firm is compensated through percentage of aum, subscription fees, other: rev sharing with frs & eligible credit & cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOURTHOUGHT FINANCIAL PARTNERS, LLC.?
FOURTHOUGHT FINANCIAL PARTNERS, LLC. has approximately 21 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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