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RIA / WealthAdvisorCertified Financial Planner27 years in industry

WILLIAM DONALD DONALDSON

Advisor at DONALDSON FINANCIAL WELLNESS NETWORK, LLC

NEWTOWN, CT

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Search this name across graphsid dfx:ria:2c4fe536-b44e-f08b-7fec-41859fcdc4d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 16, 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: DONALDSON FINANCIAL WELLNESS NETWORK, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 1, 1998
First registration: Aug 16, 2000
Dual registered: no
Other names: WILLIAM DONALD DONALDSON
IAPD individual key: 2987253

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
DONALDSON FINANCIAL WELLNESS NETWORK, LLC	State registered	Jan 29, 2024	n/a	yes	NEWTOWN, CT	Current employment
DONALDSON FINANCIAL WELLNESS NETWORK, LLC	State registered	May 31, 2018	Dec 31, 2023	no	NEWTOWN, CT	Previous registration
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC	Independent wealth	Jun 9, 2015	Dec 6, 2017	no	TAMPA, FL\|Westport, CT	Previous registration
WEALTH MANAGEMENT ADVISERS, LLC	State registered	Sep 4, 2013	May 22, 2015	no	WESTPORT, CT\|MIDDLETOWN, CT\|Milford, CT	Previous registration
VISTA INVESTMENT ADVISORS LLC	n/a	Jul 9, 2012	Aug 29, 2013	no	WESTPORT, CT	Previous registration
VISTA INVESTMENT ADVISORS LLC	n/a	Aug 16, 2000	Dec 31, 2008	no	STRATFORD, CT	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
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC	DONALDSON FINANCIAL WELLNESS NETWORK, LLC	Dec 6, 2017	May 31, 2018	176	Firm change	RIA to state RIA
WEALTH MANAGEMENT ADVISERS, LLC	CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC	May 22, 2015	Jun 9, 2015	18	Firm change	Other
VISTA INVESTMENT ADVISORS LLC	WEALTH MANAGEMENT ADVISERS, LLC	Aug 29, 2013	Sep 4, 2013	6	Firm change	Other

Relationships

Registered with (4)

→ DONALDSON FINANCIAL WELLNESS NETWORK, LLCRegistered adviserregistration: previous registration
May 31, 2018 to Dec 31, 2023factForm ADV
→ CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 9, 2015 to Dec 6, 2017factForm ADV
→ WEALTH MANAGEMENT ADVISERS, LLCRegistered adviserregistration: previous registration
Sep 4, 2013 to May 22, 2015factForm ADV
→ VISTA INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Jul 9, 2012 to Aug 29, 2013factForm ADV

Dated events

No dated event names this entity yet.