Donald Mcghee Belt

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 05/1995 → 10/2022
  Hefren-Tillotson, Inc.
  Pittsburgh, PA
• 10/2022 → 02/2023
  Robert W. Baird & Co. Incorporated
  Pittsburgh, PA
• 02/2023 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2022-10-21 → 2023-02-20
  Robert W. Baird & Co. Incorporated
  Pittsburgh, PA
• 1999-12-20 → 2022-10-21
  Hefren-Tillotson, Inc.
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

Gear Up Segou; not investment-related; member of Board of Directors; start date: 06/2017 Real Champions Inc, Investment related: N, Wexford, PA, Children's mentoring organization, Board member, 06/17/2025, 2 hours per month, 0 hours during trading hour, oversee and advise an organization to ensure it operates effectively and in the interest of stakeholder

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-09
• S63 Uniform Securities Agent State Law Examination
  1995-06-27

Designations

• Chartered Financial Analyst