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Charles David Donaldson

LEGACY CHIEF INVESTMENT OFFICE LLC·THE WOODLANDS, Texas
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2002 TIMBERLOCH PLACE, THE WOODLANDS, TX 77380CRD# 4640877Firm CRD# 171745
01

About

Charles David Donaldson is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with LEGACY CHIEF INVESTMENT OFFICE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY CHIEF INVESTMENT OFFICE LLC
LEGACY CHIEF INVESTMENT OFFICE LLC
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LEGACY CHIEF INVESTMENT OFFICE LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4640877
Firm CRD# 171745
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles David Donaldson offer?
Charles David Donaldson specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Charles David Donaldson's credentials?
Charles David Donaldson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles David Donaldson located?
Charles David Donaldson is based in THE WOODLANDS, Texas, working with LEGACY CHIEF INVESTMENT OFFICE LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Charles David Donaldson charge for services?
Charles David Donaldson'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 LEGACY CHIEF INVESTMENT OFFICE LLC?
LEGACY CHIEF INVESTMENT OFFICE LLC has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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