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Treston D
Series 65
Draper, UT
Donovan Legacy Advisors, LLC
Treston Donovan is a financial advisor at Donovan Legacy Advisors, LLC in Draper, Utah. He holds a Series 65 designation and has five years of industry experience, including three years at Fisher Investments. Donovan’s firm provides discretionary portfolio management primarily to high-income and high-net-worth individual investors with long time horizons and an aggressive risk tolerance. Donovan Legacy Advisors uses a blend of modern portfolio theory, technical, charting, and cyclical analysis, including active timing strategies tied to the Bitcoin halving cycle, to allocate across equities, bonds, REITs, cash equivalents, and digital assets. The firm maintains a small, concentrated client base and a single-advisor model managing approximately $6.52 million in discretionary assets.
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