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President, CCO, Member · St. Clair Financial

Donald St. Clair

CRD 2478175 · Named on Form ADV at one SEC-registered adviser

At a glance

St. Clair Financial, an SEC-registered wealth manager based in Roseville, CA with $141 million in regulatory assets, lists Donald St. Clair on its Form ADV as President, CCO, Member, a control person.

Firms and roles

  • St. Clair FinancialPresident, CCO, MemberWealth manager · Roseville, CA · $141M 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.

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.