Investment adviser representative · Post Oak Private Wealth Advisors
Donna M. Behler
CRD 2770361 · Houston, TX
At a glance
Donna M. Behler is an investment adviser representative with Post Oak Private Wealth Advisors in Houston, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Donna’s SEC record dates to 2002, about 24 years ago.
Current advisory firm
- Post Oak Private Wealth AdvisorsSince June 2013Houston, TX · $391M in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Donna’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.