# DONNA STURGEON STERWERF

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MAI CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/109807) | 2025-05-14 | present | Yes |
| [QUADRANT CAPITAL GROUP LLC](https://search.stillhousedata.com/firm/147253) | 2020-03-24 | 2025-04-25 | — |
| [CONSTELLATION WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/289860) | 2017-10-26 | 2020-05-28 | — |
| [OXFORD FINANCIAL GROUP, LTD. LLC](https://search.stillhousedata.com/firm/105303) | 2015-02-19 | 2017-08-15 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2003-03-07 | 2015-02-20 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2003-01-14 | 2003-02-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4028787)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4028787.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.