DONNA STURGEON STERWERF is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with MAI CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 2025-05-14 | present | Yes |
| QUADRANT CAPITAL GROUP LLC | 2020-03-24 | 2025-04-25 | — |
| CONSTELLATION WEALTH ADVISORS, LLC | 2017-10-26 | 2020-05-28 | — |
| OXFORD FINANCIAL GROUP, LTD. LLC | 2015-02-19 | 2017-08-15 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2003-03-07 | 2015-02-20 | — |
| UBS FINANCIAL SERVICES INC. | 2003-01-14 | 2003-02-26 | — |