Donna Zanetti has been an investment adviser representative at Pennsylvania Capital Management since May 2013, and is not listed among the firm’s executive officers or direct owners.
Pennsylvania Capital Management Inc. is a Huntingdon Valley, PA firm with $849M under management, 200 clients and 4 advisers across 7 offices, as of its March 2026 filing.
Donna Zanetti’s longest registration is the current one, 13 years at Pennsylvania Capital Management since 2013. Before joining Pennsylvania Capital Management in 2013, Donna Zanetti was registered through Western International Securities.
- – present · 13 yearsAdviser representative · Firm CRD 107648
- Western International Securities– · 2 yearsJenkintown, PA · Adviser representative · Firm CRD 39262
Investment adviser representative registrations
Donna Zanetti is registered as an investment adviser representative in Pennsylvania, since May 2013.
- PennsylvaniaSince 9 May 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 21 September 1995 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 April 1995 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 1 December 1989 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 November 1986 |
| Series 7 | General Securities Representative Examination | 18 October 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Donna M Zanetti
- CRD
- 1518208
- Firm
- Pennsylvania Capital Management · CRD 107648
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Donna Zanetti work?
Donna Zanetti is an investment adviser representative registered through Pennsylvania Capital Management Inc. since May 2013, and is not listed among the firm’s executive officers or direct owners.
Is Donna Zanetti a financial advisor?
Yes. Donna Zanetti has a current investment-adviser registration in Pennsylvania, through Pennsylvania Capital Management since May 2013.
How many years of experience does Donna Zanetti have?
Donna Zanetti has 16 years in the financial industry, since July 2010, across 2 adviser firms.
What exams has Donna Zanetti passed?
Donna Zanetti has passed 5 licensing exams: the Series 7, Series 63, Series 8, Series 65 and Series 3. The earliest, the Series 7, was passed in October 1986. FINRA credited Donna Zanetti with the SIE, which began in October 2018.
Where did Donna Zanetti work before Pennsylvania Capital Management?
Before Pennsylvania Capital Management, Donna Zanetti was registered through Western International Securities, December 2009 to October 2012.
Is Donna Zanetti registered with FINRA?
No. Donna Zanetti has no current broker registration.
How can I verify Donna Zanetti’s record?
Search CRD 1518208 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donna Zanetti’s full registration record.
