Donald R. Riddle
Investment adviser representative at J.M. Arbour, LLC
15 yearsExperience
2 statesRegistered in
$183.2MFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- J.M. Arbour, LLCMay 2026 to now
- Fidelity InvestmentsJul 2022 to Apr 2026
- Bank of America, N.A.Aug 2011 to Apr 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2011 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (AZ, ME).
J.M. Arbour, LLC
$183.2MAssets managed
720Clients
10Advisers
4 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
- 4928406
- Firm CRD
- 313352