Priscilla Colleen Birt
Investment adviser representative at Donaldson Capital Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm assets
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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
- Seminars and workshops
Experience
10 years in the industry.
- Donaldson Capital Management LLCAug 2023 to now
- The Mather Group, LLCJun 2020 to Jul 2023
- Resource Advisory ServicesJun 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Donaldson Capital Management LLC
$3.5BAssets managed
1,838Clients
46Advisers
31 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
- 6988571
- Firm CRD
- 106131