Unclaimed Profile

Donald Lee Purtill

PURTILL FINANCIAL LLC·HIGHLAND HEIGHTS, Ohio

Series 65Clean record21 years registeredPURTILL FINANCIAL LLC

22 ALPHA PARK, HIGHLAND HEIGHTS, OH 44143-2208CRD# 4897042Firm CRD# 133764

Profile Verification

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

Identity

Donald Lee Purtill · HIGHLAND HEIGHTS, OH

Registration

CRD #4897042 · PURTILL FINANCIAL LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PURTILL FINANCIAL LLC

PURTILL FINANCIAL LLC

Feb 2005 – Sep 2025

HIGHLAND HEIGHTS, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 7, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PURTILL FINANCIAL LLC

CRD 133764 · SEC 801-111854

AUM

$166M

Regulatory assets under management

Employees

590 client accounts

Services offered by PURTILL FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PURTILL FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Donald Lee Purtill offer?

Donald Lee Purtill specializes in Financial Planning, Investment Management.

What are Donald Lee Purtill's credentials?

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

Where is Donald Lee Purtill located?

Donald Lee Purtill is based in HIGHLAND HEIGHTS, Ohio, last registered with PURTILL FINANCIAL LLC.

How does Donald Lee Purtill charge for services?

Donald Lee Purtill's firm is compensated through percentage of aum, subscription fees, other: special projects for hourly fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PURTILL FINANCIAL LLC?

PURTILL FINANCIAL LLC has approximately 4 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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