Chief Compliance Officer · Cardinal Point Wealth Management
Donald M. Zienty
CRD 4460455 · Named on Form ADV at one SEC-registered adviser
At a glance
Cardinal Point Wealth Management, an SEC-registered wealth manager based in Toronto, ON, Canada with $4.8 billion in regulatory assets, lists Donald M. Zienty on its Form ADV as Chief Compliance Officer.
Firms and roles
- Cardinal Point Wealth ManagementChief Compliance OfficerWealth manager · Toronto, ON, Canada · $4.8B in regulatory assets
AtlasMembers
Donald’s stakes and control
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Colleagues named on the same filings
- Jeffrey S. SheldonChief Executive Officer, Cardinal Point Wealth Management
- Matthew J CarvalhoChief Investment Officer, Cardinal Point Wealth Management
- Sally A. TaylorChief Operations Officer & Chief Financial Officer, Cardinal Point Wealth Management
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.