Unclaimed Profile

Donald Mcghee Belt

HEFREN-TILLOTSON, INC.·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 24, Series 63, Series 65, Series 87CFAClean record26 years registeredHEFREN-TILLOTSON, INC.

308 SEVENTH AVE, PITTSBURGH, PA 15222CRD# 2252406Firm CRD# 53

Profile Verification

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

Identity

Donald Mcghee Belt · PITTSBURGH, PA

Registration

CRD #2252406 · HEFREN-TILLOTSON, INC. · 26 years registered

Brand Profile

Not yet started

Career History

MARINER

Feb 2023 – present

ROBERT W. BAIRD & CO. INCORPORATED

Oct 2022 – Feb 2023

PITTSBURGH, PA

HEFREN-TILLOTSON, INC.

Dec 1999 – Oct 2022

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 87

Registration record

First registered · December 20, 1999

Years registered · 26

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HEFREN-TILLOTSON, INC.

CRD 53 · SEC 801-55083

AUM

$12.4B

Regulatory assets under management

Employees

273

30,861 client accounts

Services offered by HEFREN-TILLOTSON, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HEFREN-TILLOTSON, INC. →

Introduction

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Frequently Asked Questions

What services does Donald Mcghee Belt offer?

Donald Mcghee Belt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Donald Mcghee Belt's credentials?

Donald Mcghee Belt holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Donald Mcghee Belt located?

Donald Mcghee Belt is based in PITTSBURGH, Pennsylvania, working with HEFREN-TILLOTSON, INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Donald Mcghee Belt charge for services?

Donald Mcghee Belt's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEFREN-TILLOTSON, INC.?

HEFREN-TILLOTSON, INC. has approximately 273 employees and manages $12.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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