Unclaimed Profile

Donald Liddell Twiss

GALLATIN & COMPANY, LLC·VERO BEACH, Florida

Series 000, Series 18, Series 63, Series 65Clean record8 years registeredGALLATIN & COMPANY, LLC

660 BEACHLAND BLVD - SUITE 206, VERO BEACH, FL 32963CRD# 1170818Firm CRD# 111984

Profile Verification

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

Identity

Donald Liddell Twiss · VERO BEACH, FL

Registration

CRD #1170818 · GALLATIN & COMPANY, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GALLATIN & COMPANY, LLC

GALLATIN & COMPANY, LLC

May 2018 – Jul 2018

VERO BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 000

Series 18

Series 63

Series 65

Registration record

First registered · May 30, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GALLATIN & COMPANY, LLC

CRD 111984 · SEC 801-60165

AUM

$90M

Regulatory assets under management

Employees

48 client accounts

Services offered by GALLATIN & COMPANY, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GALLATIN & COMPANY, LLC →

Introduction

Speak with Donald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Donald is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in VERO BEACH?

Browse all registered financial advisors in VERO BEACH, Florida or claim this profile if it's yours.

Browse VERO BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Donald Liddell Twiss offer?

Donald Liddell Twiss specializes in Investment Management.

What are Donald Liddell Twiss's credentials?

Donald Liddell Twiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Liddell Twiss located?

Donald Liddell Twiss is based in VERO BEACH, Florida, last registered with GALLATIN & COMPANY, LLC.

How does Donald Liddell Twiss charge for services?

Donald Liddell Twiss's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GALLATIN & COMPANY, LLC?

GALLATIN & COMPANY, LLC has approximately 1 employees and manages $90M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →