Donna Lee Rasile

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 01/2003 → 04/2020
  Greerwalker Wealth Management Llc
  Charlotte, NC
• 07/2020 → 09/2024
  Fintrust Capital Advisors, Llc
  Greenville, SC
• 10/2024 → Present
  Wealth Enhancement Group
  Greenville, SC
• 10/2024 → Present
  Wealth Enhancement Advisory Services
  Greenville, SC

Previous Registrations

• 2020-07-15 → 2024-10-15
  Fintrust Capital Advisors, Llc
  Charlotte, NC
  Greenville, SC
  Greenville, SC
• 2013-05-22 → 2020-04-13
  Greerwalker Wealth Llc
  Charlotte, NC

Other Businesses

GREENVILLE WOMENS GIVING - GREENVILLE, SC - MEMBER. VOLUNTEER. 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS. RASILE HOLDINGS - NASHVILLE, TN - PARTNER - REAL ESTATE RENTAL. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-21
• S63 Uniform Securities Agent State Law Examination
  1986-05-05

Other Names

• Donna Lee Cron
• Donna L Cron