Donald Robert Jowdy
Investment adviser representative at Suncoast Equity Management, LLC
29 yearsExperience
3 statesRegistered in
$2.1BFirm assets
23 yearsFirm in business
Are you Donald Robert Jowdy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Suncoast Equity Management, Inc.Oct 1997 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, TX).
Suncoast Equity Management, LLC
$2.1BAssets managed
870Clients
7Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2317293
- Firm CRD
- 108289