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RIA / WealthAdvisorChartered Financial Consultant33 years in industry

DONALD LAWRENCE REICHERT

Advisor at COLTON GROOME FINANCIAL ADVISORS, LLC

Greenville, SC | ASHEVILLE, NC

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Search this name across graphsid dfx:ria:055b1ff8-5901-3572-4afd-af7cd6e4ac16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: May 22, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COLTON GROOME FINANCIAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Dec 30, 1999
First registration: May 22, 2000
Dual registered: no
IAPD individual key: 2163596

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COLTON GROOME FINANCIAL ADVISORS, LLC	Independent wealth	Jan 6, 2026	n/a	yes	Greenville, SC\|ASHEVILLE, NC	Current employment
VALMARK ADVISERS, INC.	Bd affiliated wealth	Sep 19, 2018	Dec 31, 2022	no	Greenville, SC\|Sunset, SC	Previous registration
THE REICHERT COMPANY, INC.	n/a	Aug 1, 2018	Dec 5, 2025	no	GREENVILLE, SC\|GREENVILLE, SC\|Sunset, SC	Previous registration
CDA GROUP	Former SEC adviser	Dec 15, 2009	Jul 25, 2018	no	GREENVILLE, SC	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Oct 20, 2005	Dec 15, 2009	no	GREENVILLE, SC\|GREENVILLE, SC	Previous registration
CAPITAL DESIGN ADVISORY SERVICES LLC	n/a	May 22, 2000	Oct 20, 2005	no	GREENVILLE, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE REICHERT COMPANY, INC.	VALMARK ADVISERS, INC.	Dec 5, 2025	Sep 19, 2018	-2,634	Firm change after gap	Other
VALMARK ADVISERS, INC.	COLTON GROOME FINANCIAL ADVISORS, LLC	Dec 31, 2022	Jan 6, 2026	1,102	Firm change after gap	Ibd to RIA
CDA GROUP	THE REICHERT COMPANY, INC.	Jul 25, 2018	Aug 1, 2018	7	Firm change	Other
PARK AVENUE SECURITIES LLC	CDA GROUP	Dec 15, 2009	Dec 15, 2009	0	Firm change	Other
CAPITAL DESIGN ADVISORY SERVICES LLC	PARK AVENUE SECURITIES LLC	Oct 20, 2005	Oct 20, 2005	0	Firm change	Other

Relationships

Registered with (6)

→ COLTON GROOME FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Jan 6, 2026 to presentfactForm ADV
→ THE REICHERT COMPANY, INC.Registered adviserregistration: previous registration
Aug 1, 2018 to Dec 5, 2025factForm ADV
→ VALMARK ADVISERS, INC.Registered adviserregistration: previous registration
Sep 19, 2018 to Dec 31, 2022factForm ADV
→ CDA GROUPRegistered adviserregistration: previous registration
Dec 15, 2009 to Jul 25, 2018factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Oct 20, 2005 to Dec 15, 2009factForm ADV
→ CAPITAL DESIGN ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
May 22, 2000 to Oct 20, 2005factForm ADV

Dated events

Occurred
Dec 5, 2025
Advisor changed firm
Donald Lawrence Reichert left The Reichert Company, Inc. for Valmark Advisers, Inc. (registered 2018-09-19)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Donald Lawrence Reichert left Valmark Advisers, Inc. for Colton Groome Financial Advisors, Llc (registered 2026-01-06)
Form ADVobserved 6 days ago