Donna Cournoyer has been an investment adviser representative at Moore Financial Advisors since June 2023, and is not listed among the firm’s executive officers or direct owners.
Moore Financial Advisors, LTD. is a Belmont, MA firm with $127M under management, 92 clients and 3 advisers across 4 offices, as of its August 2026 filing.
- – present · 3 yearsMiddletown, RI · Adviser representative · Firm CRD 130421
Investment adviser representative registrations
Donna Cournoyer is registered as an investment adviser representative in Rhode Island, since June 2023.
- Rhode IslandSince 22 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 June 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Donna Loraine Cournoyer
- CRD
- 5694052
- Firm
- Moore Financial Advisors · CRD 130421
- Office
- Middletown, RI
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Donna Cournoyer work?
Donna Cournoyer is an investment adviser representative registered through Moore Financial Advisors, LTD. since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Donna Cournoyer a financial advisor?
Yes. Donna Cournoyer has a current investment-adviser registration in Rhode Island, through Moore Financial Advisors since June 2023.
How many years of experience does Donna Cournoyer have?
Donna Cournoyer has 3 years in the financial industry, since June 2023, across 1 adviser firm.
What exams has Donna Cournoyer passed?
Donna Cournoyer passed the Series 65 in June 2023.
Where is Donna Cournoyer based?
Donna Cournoyer’s registered office is in Middletown, RI.
Is Donna Cournoyer registered with FINRA?
No. Donna Cournoyer has no current broker registration.
How can I verify Donna Cournoyer’s record?
Search CRD 5694052 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donna Cournoyer’s full registration record.