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Dawn Marie Porto

&Partners

Sewickley, PA

Clayton, MO

CRD 5252190

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Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-11-15
  • PA RA
    APPROVED
    Since 2024-11-15

Branch Locations

2100 Georgetown Drive Suite 304, Sewickley, PA 15143 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Sewickley PA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Sewickley PA 11/2016 11/2024
&Partners Nashville TN 11/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-29
  • S66 Uniform Combined State Law Examination
    2006-12-29
Other Names
  • Dawn Marie Duafala

View on SEC IAPD

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