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Investment Advisor Representative & Principal & Chief Technology Officer · Seven Hills Financial, LLC

Donald A. Butcher

CRD 5025170 · Named on Form ADV at one SEC-registered adviser

At a glance

Seven Hills Financial, LLC, an SEC-registered wealth manager based in Tallahassee, FL with $281 million in regulatory assets, lists Donald A. Butcher on its Form ADV as Investment Advisor Representative & Principal & Chief Technology Officer, a control person.

Firms and roles

  • Seven Hills Financial, LLCInvestment Advisor Representative & Principal & Chief Technology OfficerWealth manager · Tallahassee, FL · $281M in regulatory assets

AtlasMembers

Donald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Hanna P. MoltaChief Compliance Officer, Principal, Seven Hills Financial, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.