Donna Lee Pleasant
Investment adviser representative at Vision Capital & Management
7 yearsExperience
1 stateRegistered in
$144.8MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Vision Capital & ManagementDec 2015 to now
- Fsc Securities CorporationMay 2016 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
Vision Capital & Management
Legal name: Vision Capital Management Corporation
$144.8MAssets managed
59Clients
2Advisers
20 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
- 4927208
- Firm CRD
- 118363