Donna Teets has been an investment adviser representative at Almanack Investment Partners since April 2024, and is not listed among the firm’s executive officers or direct owners.
Almanack Investment Partners, LLC is a Newtown Square, PA firm with $946M under management, 426 clients and 13 advisers across 4 offices, as of its July 2026 filing.
Donna Teets’ longest registration was 15 years at Psa Financial Advisors Inc (2001–2016). Before joining Almanack Investment Partners in 2024, Donna Teets was registered through Lincoln Financial Advisors Corporation and United Capital Financial Advisers.
- Almanack Investment PartnersCurrent– present · 2 yearsNewtown Square, PA · Adviser representative · Firm CRD 282428
- Lincoln Financial Advisors Corporation– · 2 yearsEllicott City, MD · Adviser representative · Firm CRD 3978
- United Capital Financial Advisers– · 2 yearsHunt Valley, MD · Adviser representative · Firm CRD 134600
- Psa Financial Advisors Inc– · 15 yearsHunt Valley, MD · Adviser representative · Firm CRD 110802
Investment adviser representative registrations
Donna Teets is registered as an investment adviser representative in Pennsylvania, since April 2024.
- PennsylvaniaSince 2 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 March 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 March 2000 |
| Series 24 | General Securities Principal Examination | 17 September 1999 |
| Series 7 | General Securities Representative Examination | 11 August 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Donna M Teets
- CRD
- 1102117
- Firm
- Almanack Investment Partners · CRD 282428
- Office
- 3803 WEST CHESTER PIKE, SUITE 110, Newtown Square, PA 19073
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Donna Teets work?
Donna Teets is an investment adviser representative registered through Almanack Investment Partners, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Donna Teets a financial advisor?
Yes. Donna Teets has a current investment-adviser registration in Pennsylvania, through Almanack Investment Partners since April 2024.
How many years of experience does Donna Teets have?
Donna Teets has 24 years in the financial industry, since January 2002, across 4 adviser firms.
What exams has Donna Teets passed?
Donna Teets has passed 4 licensing exams: the Series 7, Series 24, Series 65 and Series 63. The earliest, the Series 7, was passed in August 1999. FINRA credited Donna Teets with the SIE, which began in October 2018.
Where did Donna Teets work before Almanack Investment Partners?
Before Almanack Investment Partners, Donna Teets was registered through Lincoln Financial Advisors Corporation, March 2022 to March 2024; United Capital Financial Advisers, November 2015 to July 2018; Psa Financial Advisors Inc, January 2001 to October 2016.
Where is Donna Teets based?
Donna Teets’ registered office is in Newtown Square, PA.
Is Donna Teets registered with FINRA?
No. Donna Teets has no current broker registration.
How can I verify Donna Teets’ record?
Search CRD 1102117 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donna Teets’ full registration record.
