Unclaimed Profile

Donna Lee Rasile

GREERWALKER WEALTH MANAGEMENT LLC·CHARLOTTE, North Carolina

Series 7, Series 63, Series 65Clean record13 years registeredGREERWALKER WEALTH MANAGEMENT LLC

227 WEST TRADE STREET, CHARLOTTE, NC 28202CRD# 1084199Firm CRD# 118154

Profile Verification

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

Identity

Donna Lee Rasile · CHARLOTTE, NC

Registration

CRD #1084199 · GREERWALKER WEALTH MANAGEMENT LLC · 13 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Oct 2024 – present

FINTRUST CAPITAL ADVISORS, LLC

Jul 2020 – Oct 2024

Greenville, SC

GREERWALKER WEALTH MANAGEMENT LLC

May 2013 – Apr 2020

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 22, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREERWALKER WEALTH LLC

CRD 118154 · SEC 801-61246

AUM

$346M

Regulatory assets under management

Employees

618 client accounts

Services offered by GREERWALKER WEALTH 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

View all advisors at GREERWALKER WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Donna Lee Rasile offer?

Donna Lee Rasile specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Donna Lee Rasile's credentials?

Donna Lee Rasile is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Lee Rasile located?

Donna Lee Rasile is based in CHARLOTTE, North Carolina, working with GREERWALKER WEALTH MANAGEMENT LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Donna Lee Rasile charge for services?

Donna Lee Rasile's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREERWALKER WEALTH MANAGEMENT LLC?

GREERWALKER WEALTH MANAGEMENT LLC has approximately 5 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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