Ian Donahue (CRD# 6803813) is an Investment Advisor Representative working at Santander Securities in Boston, MA and has over 6 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Santander Securities, LLC | Dorchester, MA | Nov 2022 - Current | 1 |
| Santander Bank, Na | Boston, MA | May 2017 - Current | 6 |
| Santander Securities, LLC | Dorchester, MA | Sep 2019 - Nov 2022 | 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- MA
- RI
-
Total Assets Under Management2,130MILLIONS
-
Total Number of Accounts9,813ACCOUNTS
-
Average Account Value$217,092
- A percentage of assets under your management
- 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)
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