Ian Donahue, financial advisor Dorchester MA

Ian Donahue

CRD Number: 6803813
Current Firm: Santander Securities

Ian Donahue (CRD# 6803813) is an Investment Advisor Representative working at Santander Securities in Dorchester, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities, LLC Dorchester, MA Sep 2019 - Current 1
Santander Bank, Na Boston, MA May 2017 - Current 3
Santander Securities, LLC Dorchester, MA Jun 2017 - Sep 2019 2
Self Employed Bristol, RI Apr 2016 - May 2017 1
Wd & Associates, Inc. East Providence, RI Sep 2011 - Apr 2016 4
Bayside Builders Bristol, RI Mar 2007 - Sep 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2017
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Ian Donahue
Phone Number: (866)-736-6475
Registered State(s):
  • MA
  • RI
By the Numbers
  • Total Assets Under Management
    1,397
    MILLIONS
  • Total Number of Accounts
    8,039
    ACCOUNTS
  • Average Account Value
    $173,824
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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