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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Donna Carolyn Zill Letona

Advisor at INVESCO ADVISERS, INC.

New York, NY

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Search this name across graphsid dfx:ria:83f0e1b8-39e5-ae07-80cd-bf4daf84858b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2008 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: INVESCO ADVISERS, INC.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 3, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 3, 2007
First registration: Jan 3, 2008
Dual registered: yes, broker-dealer
Other names: DONNA C ZILL
IAPD individual key: 5412359

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
INVESCO ADVISERS, INC.	Asset manager	Jul 17, 2025	n/a	yes	New York, NY	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 17, 2012	no	ORMOND BEACH, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Aug 27, 2008	Jun 1, 2009	no	ORMOND BEACH, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jan 3, 2008	Sep 8, 2008	no	ORMOND BEACH, FL	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
MORGAN STANLEY	INVESCO ADVISERS, INC.	Jan 17, 2012	Jul 17, 2025	4,930	Firm change after gap	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY & CO. LLC	Sep 8, 2008	Aug 27, 2008	-12	Firm change	Other

Relationships

Registered with (4)

→ INVESCO ADVISERS, INC.Registered adviserregistration: current employment
Jul 17, 2025 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 17, 2012factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Aug 27, 2008 to Jun 1, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jan 3, 2008 to Sep 8, 2008factForm ADV

Dated events

No dated event names this entity yet.