Donald Michael Vujnovich

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 06/2020
  Morgan Stanley Smith Barney Llc
  Mount Kisco, NY
• 01/2016 → 06/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2020 → 06/2025
  Lpl Financial
  Elmsford, NY
• 01/2016 → 06/2020
  Morgan Stanley Private Bank, N.A
  New York, NY
• 06/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  White Plains, NY

Previous Registrations

• 2020-07-01 → 2025-06-09
  Lpl Financial Llc
  White Plains, NY
  Elmsford, NY
  Paramus, NJ
• 2015-12-11 → 2020-07-09
  Morgan Stanley
  Mount Kisco, NY
  Purchase, NY
• 2012-10-01 → 2015-12-21
  J.P. Morgan Securities Llc
  Pleasantville, NY
  Bedford, NY
  Bedford, NY
  Pleasantville, NY
  Briarcliff, NY
  Pleasantville, NY
  Armonk, NY
• 2010-09-30 → 2012-10-01
  Chase Investment Services Corp.
  Pleasantville, NY
  Bedford, NY
  Bedford, NY
  Mount Kisco, NY
  Mount Kisco, NY
  Bedford, NY
• 2003-07-01 → 2010-09-22
  Wells Fargo Clearing Services, Llc
  New York, NY
  Paramus, NJ
  New York, NY
• 2000-11-29 → 2003-07-01
  Prudential Equity Group, Llc
  New York, NY

Other Businesses

(1) 6/9/2021 - Horizon Wealth Managers LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/2/2020 - 4 Hours Per Month/4 Hours During Securities Trading. (2) 04/13/2023 - Watermark Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date 04/03/2023 - 20 Hours Per Month/ 1 Hours During Securities Trading (3) 04/29/2024 - Horizon Wealth Managers - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/09/2021 - 160 Hours Per Month/ 7 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-05
• S63 Uniform Securities Agent State Law Examination
  1998-04-06

Other Names

• Michael Vaughn
• D Michael Vujnovich