Donovan Alexander Shekhdar
Investment adviser representative at Venturi Private Wealth
11 yearsExperience
1 stateRegistered in
$3.6BFirm assets
12 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
- Seminars and workshops
Experience
11 years in the industry.
- Venturi Private WealthFeb 2026 to now
- Venturi Wealth ManagementJul 2025 to now
- Unempolyed (college Graduate)May 2025 to Jul 2025
- University of TexasAug 2024 to May 2025
- Venturi Wealth ManagementJun 2024 to Aug 2024
- University of TexasAug 2023 to Jun 2024
- Kestra FinancialJun 2023 to Aug 2023
- University of TexasJan 2023 to Jun 2023
- Boca Restaurant GroupJan 2022 to Jan 2023
- Scenic View OrchardsAug 2020 to Jan 2022
- Replay SportsAug 2019 to Aug 2021
- High SchoolAug 2015 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Venturi Private Wealth
Legal name: Venturi Wealth Management, LLC
$3.6BAssets managed
720Clients
20Advisers
12 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
- 7735489
- Firm CRD
- 169576