Donald Lamison has been an investment adviser representative at Sequinox Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners. Donald Lamison studied at Penn State University.
Sequinox Wealth Management, LLC is a Lancaster, PA firm with $160M under management, 761 clients and 3 advisers across 3 offices, as of its August 2026 filing.
Donald Lamison is Advisor of Sequinox. He has been in the financial services and insurance industry since 1996.
Donald Lamison’s longest registration was 5 years at Highland Financial, LTD (2018–2023). Before joining Sequinox Wealth Management in 2025, Donald Lamison was registered through Mulholland Wealth Advisors, LLC and Highland Financial, LTD.
- – present · 1 yearLancaster, PA · Adviser representative · Firm CRD 335246
- Mulholland Wealth Advisors, LLC– · 4 yearsJohnstown, PA · Adviser representative · Firm CRD 282408
- Highland Financial, LTD– · 5 yearsJohnstown, PA · Adviser representative · Firm CRD 25896
Professional designations
Listed by Sequinox Wealth Management
- Financial Services Certified Professional (FSCP)
Investment adviser representative registrations
Donald Lamison is registered as an investment adviser representative in Pennsylvania, since June 2025.
- PennsylvaniaSince 5 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 September 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 13 July 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 March 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 March 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Donald Wayne Lamison
- CRD
- 2885405
- Firm
- Sequinox Wealth Management · CRD 335246
- Office
- 941 WHEATLAND AVE., SUITE 101, Lancaster, PA 17603
- Registration
- Investment adviser registration
- In the industry since
- May 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sequinox.com
Where does Donald Lamison work?
Donald Lamison is an investment adviser representative registered through Sequinox Wealth Management, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Donald Lamison a financial advisor?
Yes. Donald Lamison has a current investment-adviser registration in Pennsylvania, through Sequinox Wealth Management since June 2025.
How many years of experience does Donald Lamison have?
Donald Lamison has 28 years in the financial industry, since May 1998, across 3 adviser firms.
What exams has Donald Lamison passed?
Donald Lamison has passed 4 licensing exams: the Series 6, Series 63, Series 26 and Series 65. The earliest, the Series 6, was passed in March 1998. FINRA credited Donald Lamison with the SIE, which began in October 2018.
Where did Donald Lamison work before Sequinox Wealth Management?
Before Sequinox Wealth Management, Donald Lamison was registered through Highland Financial, LTD, September 2018 to December 2023.
Where is Donald Lamison based?
Donald Lamison’s registered office is in Lancaster, PA.
Is Donald Lamison registered with FINRA?
No. Donald Lamison has no current broker registration.
How can I verify Donald Lamison’s record?
Search CRD 2885405 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Lamison’s full registration record.
