Donald Brooke Farren

Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/1978 → Present
  Farren Financial Services
  Bethesda, MD
• 01/2001 → 01/2017
  Tricapital Advisors Inc.
  N. Bethesda, MD
• 02/2017 → Present
  Wealthspire Advisors
  Potomac, MD

Previous Registrations

• 2017-02-15 → 2020-12-31
  Wealthspire Advisors
  Potomac, MD
• 2001-01-01 → 2017-02-07
  Tricapital Advisors Inc
  N. Bethesda, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-11

Designations

• Certified Financial Planner