Emilio Alberto Donato
Investment adviser representative at Plante Moran Financial Advisors
11 yearsExperience
1 stateRegistered in
$26.9BFirm assets
33 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
11 years in the industry.
- Plante Moran Financial AdvisorsAug 2025 to now
- NoneMay 2025 to Jul 2025
- Plante Moran Financial AdvisorsJun 2024 to Aug 2024
- Cummins-meritorJun 2023 to May 2024
- Oakland UniversitySep 2022 to Apr 2025
- Panera BreadMay 2022 to May 2023
- Rochester High SchoolSep 2018 to Apr 2022
- NoneMay 2018 to Aug 2018
- West Middle SchoolSep 2015 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
Plante Moran Financial Advisors
Legal name: Plante Moran Financial Advisors, LLC
$26.9BAssets managed
4,009Clients
130Advisers
33 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
- 8214503
- Firm CRD
- 112158