Unclaimed Profile

Donald Lawrence Reichert

CAPITAL DESIGN ASSOCIATES GROUP, LLC·GREENVILLE, South Carolina

SIE, Series 6, Series 7, Series 63, Series 65ChFCClean record26 years registeredCAPITAL DESIGN ASSOCIATES GROUP, LLC

619 HALTON ROAD, GREENVILLE, SC 29607CRD# 2163596Firm CRD# 151838

Profile Verification

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

Identity

Donald Lawrence Reichert · GREENVILLE, SC

Registration

CRD #2163596 · CAPITAL DESIGN ASSOCIATES GROUP, LLC · 26 years registered

Brand Profile

Not yet started

Career History

COLTON GROOME FINANCIAL ADVISORS, LLC

Jan 2026 – present

VALMARK ADVISERS, INC.

Sep 2018 – Dec 2022

Sunset, SC

THE REICHERT COMPANY, INC.

Aug 2018 – Dec 2025

GREENVILLE, SC

CDA GROUP

Dec 2009 – Jul 2018

GREENVILLE, SC

PARK AVENUE SECURITIES LLC

Oct 2005 – Dec 2009

GREENVILLE, SC

CAPITAL DESIGN ADVISORY SERVICES LLC

May 2000 – Oct 2005

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 22, 2000

Years registered · 26

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL DESIGN ASSOCIATES GROUP, LLC

CRD 151838 · SEC 801-70794

AUM

$481M

Regulatory assets under management

Employees

1,000 client accounts

Services offered by CAPITAL DESIGN ASSOCIATES GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL DESIGN ASSOCIATES GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Lawrence Reichert offer?

Donald Lawrence Reichert specializes in Financial Planning, Investment Management. Contact their office in GREENVILLE, South Carolina for a consultation.

What are Donald Lawrence Reichert's credentials?

Donald Lawrence Reichert holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Donald Lawrence Reichert located?

Donald Lawrence Reichert is based in GREENVILLE, South Carolina, working with CAPITAL DESIGN ASSOCIATES GROUP, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Donald Lawrence Reichert charge for services?

Donald Lawrence Reichert'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 CAPITAL DESIGN ASSOCIATES GROUP, LLC?

CAPITAL DESIGN ASSOCIATES GROUP, LLC has approximately 3 employees and manages $481M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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